DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,988,137 | -4.8% | 114,081 | -0.7% | 2.42% | -6.1% |
| Q2 2023 | $6,292,789 | +4.3% | 114,832 | +0.3% | 2.58% | -17.0% |
| Q1 2023 | $6,030,615 | -6.3% | 114,433 | -9.1% | 3.11% | -12.0% |
| Q4 2022 | $6,436,132 | +10.0% | 125,829 | +0.0% | 3.53% | -3.9% |
| Q3 2022 | $5,852,000 | -3.4% | 125,797 | -0.3% | 3.68% | -11.9% |
| Q2 2022 | $6,059,000 | -14.7% | 126,226 | -0.4% | 4.17% | +8.9% |
| Q1 2022 | $7,107,000 | -6.5% | 126,768 | +0.0% | 3.83% | +9.8% |
| Q4 2021 | $7,604,000 | +1.1% | 126,750 | -3.1% | 3.49% | -18.1% |
| Q3 2021 | $7,519,000 | -16.3% | 130,774 | -15.0% | 4.26% | -17.5% |
| Q2 2021 | $8,987,000 | – | 153,891 | – | 5.16% | – |
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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% |