DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |