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% | – |
Download |
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% |