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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,469,696 | +9.2% | 192,380 | -3.8% | 3.13% | +6.1% |
| Q3 2023 | $10,500,782 | -10.6% | 200,053 | -6.6% | 2.95% | -20.5% |
| Q2 2023 | $11,742,599 | +375.6% | 214,281 | +357.4% | 3.71% | +485.3% |
| Q1 2023 | $2,468,995 | +4.4% | 46,850 | +1.3% | 0.63% | +2.9% |
| Q4 2022 | $2,365,381 | +4.0% | 46,244 | -5.4% | 0.62% | -11.4% |
| Q3 2022 | $2,274,000 | -3.1% | 48,874 | 0.0% | 0.70% | +2.1% |
| Q2 2022 | $2,346,000 | +13.6% | 48,874 | +32.7% | 0.68% | +52.7% |
| Q1 2022 | $2,065,000 | – | 36,839 | – | 0.45% | – |
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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% |