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 | $2,015,091 | -8.1% | 38,390 | -4.0% | 1.29% | -8.4% |
| Q2 2023 | $2,192,178 | -23.7% | 40,003 | -26.6% | 1.41% | -24.1% |
| Q1 2023 | $2,873,375 | +3.8% | 54,523 | +0.7% | 1.86% | -3.0% |
| Q4 2022 | $2,769,376 | +6.6% | 54,142 | -3.0% | 1.92% | -6.6% |
| Q3 2022 | $2,597,000 | +9.8% | 55,821 | +13.2% | 2.05% | +16.3% |
| Q2 2022 | $2,366,000 | +17.9% | 49,291 | +37.7% | 1.76% | -1.2% |
| Q1 2022 | $2,006,000 | -5.9% | 35,791 | +0.7% | 1.79% | -5.0% |
| Q4 2021 | $2,131,000 | +2.6% | 35,529 | -1.6% | 1.88% | -21.5% |
| Q3 2021 | $2,076,000 | – | 36,099 | – | 2.40% | – |
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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% |