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 | $721,318 | -6.7% | 13,742 | -2.6% | 0.03% | -13.5% |
| Q2 2023 | $773,173 | +4.0% | 14,109 | 0.0% | 0.04% | +8.8% |
| Q1 2023 | $743,544 | -20.1% | 14,109 | -22.5% | 0.03% | -20.9% |
| Q4 2022 | $930,725 | +17.8% | 18,196 | +7.1% | 0.04% | +7.5% |
| Q3 2022 | $790,000 | -1.6% | 16,984 | +1.5% | 0.04% | +14.3% |
| Q2 2022 | $803,000 | -16.1% | 16,737 | -1.9% | 0.04% | 0.0% |
| Q1 2022 | $957,000 | -6.5% | 17,063 | 0.0% | 0.04% | -14.6% |
| Q4 2021 | $1,024,000 | +1.4% | 17,063 | -2.8% | 0.04% | -6.8% |
| Q3 2021 | $1,010,000 | – | 17,563 | – | 0.04% | – |
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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% |