DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 487 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,920,516 | -10.0% | 36,588 | -6.1% | 0.01% | +133.3% |
| Q2 2023 | $2,134,225 | -6.8% | 38,946 | -10.4% | 0.00% | -93.5% |
| Q1 2023 | $2,290,616 | -1.5% | 43,465 | -6.0% | 0.05% | +58.6% |
| Q4 2022 | $2,326,122 | +6.8% | 46,240 | -1.2% | 0.03% | +3.6% |
| Q3 2022 | $2,178,000 | -3.1% | 46,813 | +0.0% | 0.03% | 0.0% |
| Q2 2022 | $2,247,000 | +91.6% | 46,801 | +123.6% | 0.03% | +133.3% |
| Q1 2022 | $1,173,000 | -8.2% | 20,935 | -1.7% | 0.01% | 0.0% |
| Q4 2021 | $1,278,000 | +12.1% | 21,298 | +7.4% | 0.01% | -20.0% |
| Q3 2021 | $1,140,000 | – | 19,829 | – | 0.02% | – |
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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% |