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 | $7,167,771 | -5.0% | 136,555 | -0.8% | 2.96% | -5.3% |
| Q2 2023 | $7,541,344 | +4.2% | 137,616 | +0.2% | 3.12% | -1.3% |
| Q1 2023 | $7,238,485 | +1.9% | 137,353 | -1.1% | 3.16% | -16.2% |
| Q4 2022 | $7,103,779 | +14.0% | 138,881 | +3.7% | 3.78% | -4.9% |
| Q3 2022 | $6,231,000 | -4.0% | 133,939 | -1.0% | 3.97% | -2.2% |
| Q2 2022 | $6,494,000 | -14.5% | 135,293 | -0.1% | 4.06% | -20.0% |
| Q1 2022 | $7,594,000 | -7.6% | 135,463 | -1.1% | 5.08% | -3.5% |
| Q4 2021 | $8,221,000 | – | 137,036 | – | 5.26% | – |
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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% |