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 | $2,719,914 | -3.0% | 51,817 | +1.3% | 0.88% | +9.0% |
| Q2 2023 | $2,802,821 | +1.1% | 51,146 | -2.8% | 0.81% | +10.3% |
| Q1 2023 | $2,773,117 | -3.6% | 52,621 | -6.4% | 0.74% | -5.0% |
| Q4 2022 | $2,876,934 | +8.6% | 56,245 | -1.3% | 0.77% | -1.7% |
| Q3 2022 | $2,650,000 | -1.9% | 56,975 | +1.2% | 0.79% | +4.2% |
| Q2 2022 | $2,702,000 | -14.1% | 56,299 | +0.4% | 0.76% | -2.6% |
| Q1 2022 | $3,145,000 | -6.0% | 56,100 | +0.6% | 0.78% | -0.9% |
| Q4 2021 | $3,346,000 | +6.6% | 55,769 | +2.1% | 0.78% | +3.7% |
| Q3 2021 | $3,140,000 | -2.1% | 54,611 | -0.5% | 0.75% | -1.6% |
| Q2 2021 | $3,206,000 | – | 54,890 | – | 0.77% | – |
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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% |