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 | $8,935,678 | -9.2% | 170,236 | -5.2% | 2.29% | -8.5% |
| Q2 2023 | $9,840,324 | +0.0% | 179,568 | -3.8% | 2.50% | -3.4% |
| Q1 2023 | $9,840,300 | -27.5% | 186,723 | -29.6% | 2.59% | -34.2% |
| Q4 2022 | $13,565,973 | +9.9% | 265,219 | -0.1% | 3.93% | +0.4% |
| Q3 2022 | $12,349,000 | -2.3% | 265,463 | +0.8% | 3.92% | +0.2% |
| Q2 2022 | $12,639,000 | +0.8% | 263,313 | +25.9% | 3.91% | -4.4% |
| Q4 2021 | $12,542,000 | +34.1% | 209,068 | +28.5% | 4.09% | +10.3% |
| Q3 2021 | $9,354,000 | +31.1% | 162,686 | +33.1% | 3.71% | +18.2% |
| Q2 2021 | $7,137,000 | – | 122,210 | – | 3.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |