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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |