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 | $346,980 | -5.3% | 6,610 | -1.1% | 0.03% | -6.5% |
| Q2 2023 | $366,294 | -6.7% | 6,684 | -10.3% | 0.03% | -16.2% |
| Q1 2023 | $392,770 | +3.1% | 7,453 | +0.1% | 0.04% | -5.1% |
| Q4 2022 | $380,884 | -2.3% | 7,446 | -11.4% | 0.04% | +77.3% |
| Q3 2022 | $390,000 | -14.5% | 8,401 | -11.1% | 0.02% | -15.4% |
| Q2 2022 | $456,000 | +74.0% | 9,453 | +115.5% | 0.03% | 0.0% |
| Q4 2021 | $262,000 | – | 4,386 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |