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 | $868,678 | -15.2% | 16,549 | -11.5% | 0.38% | -13.5% |
| Q2 2023 | $1,024,699 | -0.6% | 18,698 | -4.4% | 0.44% | -11.9% |
| Q1 2023 | $1,030,493 | -6.2% | 19,554 | -8.9% | 0.50% | -26.7% |
| Q4 2022 | $1,098,326 | +0.9% | 21,471 | -8.3% | 0.68% | -9.1% |
| Q3 2022 | $1,088,000 | -19.7% | 23,407 | -3.2% | 0.74% | -10.7% |
| Q2 2022 | $1,355,000 | +1.0% | 24,183 | +8.1% | 0.83% | +6.6% |
| Q4 2021 | $1,341,000 | +39.8% | 22,364 | +34.1% | 0.78% | +26.1% |
| Q3 2021 | $959,000 | +149.1% | 16,681 | +152.7% | 0.62% | +126.3% |
| Q2 2021 | $385,000 | – | 6,602 | – | 0.27% | – |
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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% |