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 | $4,838,861 | +7.0% | 92,186 | +11.7% | 0.88% | +10.8% |
Q2 2023 | $4,522,704 | +42.8% | 82,531 | +37.3% | 0.80% | +16.1% |
Q1 2023 | $3,167,445 | +32.5% | 60,103 | +28.6% | 0.69% | +33.3% |
Q4 2022 | $2,391,042 | +49.1% | 46,746 | +35.6% | 0.52% | +15.4% |
Q3 2022 | $1,604,000 | +17.3% | 34,473 | +21.0% | 0.45% | +20.5% |
Q2 2022 | $1,368,000 | +50.2% | 28,499 | +75.3% | 0.37% | +57.9% |
Q1 2022 | $911,000 | +237.4% | 16,259 | +261.6% | 0.24% | +69.1% |
Q4 2021 | $270,000 | -0.4% | 4,497 | -4.7% | 0.14% | -9.2% |
Q3 2021 | $271,000 | +0.4% | 4,721 | +0.0% | 0.15% | -3.8% |
Q2 2021 | $270,000 | – | 4,719 | – | 0.16% | – |
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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% |