DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,712,820 | -5.1% | 223,144 | -0.9% | 1.28% | -3.8% |
Q2 2023 | $12,341,011 | +4.2% | 225,201 | +0.2% | 1.33% | -1.8% |
Q1 2023 | $11,845,406 | +3.2% | 224,771 | +0.1% | 1.35% | -4.1% |
Q4 2022 | $11,482,047 | +10.3% | 224,478 | +0.3% | 1.41% | -0.8% |
Q3 2022 | $10,407,000 | -4.1% | 223,711 | -1.1% | 1.42% | -1.2% |
Q2 2022 | $10,855,000 | -15.3% | 226,147 | -1.1% | 1.44% | -8.9% |
Q1 2022 | $12,820,000 | -1.0% | 228,682 | +6.0% | 1.58% | -0.6% |
Q4 2021 | $12,948,000 | -0.1% | 215,828 | -4.3% | 1.59% | -5.6% |
Q3 2021 | $12,966,000 | -1.6% | 225,496 | -0.1% | 1.68% | -4.0% |
Q2 2021 | $13,183,000 | – | 225,741 | – | 1.76% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |