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 | $25,316,172 | -1.5% | 482,305 | +2.9% | 7.39% | +1.1% |
| Q2 2023 | $25,694,829 | +14.2% | 468,884 | +9.8% | 7.31% | +1.4% |
| Q1 2023 | $22,500,861 | +38.5% | 426,961 | +22.3% | 7.20% | +23.1% |
| Q4 2022 | $16,244,843 | -0.0% | 349,201 | 0.0% | 5.85% | +0.2% |
| Q3 2022 | $16,245,000 | -1.9% | 349,201 | +1.2% | 5.84% | -1.1% |
| Q2 2022 | $16,557,000 | -13.3% | 344,929 | +1.3% | 5.91% | -2.6% |
| Q1 2022 | $19,091,000 | -1.6% | 340,544 | +5.3% | 6.06% | +0.0% |
| Q4 2021 | $19,410,000 | – | 323,556 | – | 6.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |