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 | $2,314,127 | -4.5% | 44,087 | -0.3% | 0.99% | +3.2% |
| Q2 2023 | $2,423,640 | -1.3% | 44,227 | -5.0% | 0.96% | -6.9% |
| Q1 2023 | $2,454,608 | +3.0% | 46,577 | 0.0% | 1.03% | -4.4% |
| Q4 2022 | $2,382,414 | +4.9% | 46,577 | -4.6% | 1.08% | -5.2% |
| Q3 2022 | $2,272,000 | -3.1% | 48,844 | 0.0% | 1.14% | +2.3% |
| Q2 2022 | $2,345,000 | -14.4% | 48,844 | 0.0% | 1.11% | -5.3% |
| Q1 2022 | $2,738,000 | +15.1% | 48,844 | +23.2% | 1.17% | -5.0% |
| Q4 2021 | $2,378,000 | +4.3% | 39,632 | 0.0% | 1.24% | -3.9% |
| Q3 2021 | $2,279,000 | -1.6% | 39,632 | 0.0% | 1.29% | +1.3% |
| Q2 2021 | $2,315,000 | – | 39,632 | – | 1.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |