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 | $3,681,816 | -3.7% | 70,142 | +0.6% | 2.05% | -4.0% |
| Q2 2023 | $3,822,290 | +5.2% | 69,749 | +1.1% | 2.13% | -1.9% |
| Q1 2023 | $3,634,225 | +1.4% | 68,960 | -1.6% | 2.17% | -6.1% |
| Q4 2022 | $3,585,188 | +12.1% | 70,092 | +1.9% | 2.31% | +3.2% |
| Q3 2022 | $3,199,000 | +2.8% | 68,756 | +6.1% | 2.24% | +1.1% |
| Q2 2022 | $3,112,000 | -14.5% | 64,829 | -0.1% | 2.22% | -13.0% |
| Q1 2022 | $3,639,000 | -3.4% | 64,879 | +3.4% | 2.55% | -1.0% |
| Q4 2021 | $3,766,000 | -28.3% | 62,774 | -31.3% | 2.58% | +36.0% |
| Q3 2021 | $5,253,000 | -0.3% | 91,356 | +0.8% | 1.89% | -12.7% |
| Q2 2021 | $5,271,000 | – | 90,625 | – | 2.17% | – |
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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% |