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 | $2,373,510 | -4.8% | 45,218 | -0.6% | 1.23% | -6.2% |
| Q2 2023 | $2,491,992 | +2.6% | 45,474 | -1.3% | 1.31% | -9.9% |
| Q1 2023 | $2,427,800 | +0.7% | 46,068 | -2.2% | 1.45% | -7.7% |
| Q4 2022 | $2,410,408 | +3.1% | 47,124 | -6.2% | 1.57% | -37.4% |
| Q3 2022 | $2,337,000 | +1.0% | 50,235 | +4.1% | 2.51% | +7.4% |
| Q2 2022 | $2,315,000 | -15.3% | 48,238 | -1.0% | 2.34% | -2.1% |
| Q1 2022 | $2,732,000 | -6.1% | 48,740 | +0.4% | 2.39% | -3.7% |
| Q4 2021 | $2,911,000 | – | 48,523 | – | 2.48% | – |
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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% |