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 | $1,717,170 | +0.7% | 32,714 | +5.1% | 0.95% | +2.8% |
| Q2 2023 | $1,705,622 | -0.7% | 31,124 | -4.5% | 0.93% | +14.6% |
| Q1 2023 | $1,717,398 | +15.9% | 32,588 | +12.5% | 0.81% | -11.3% |
| Q4 2022 | $1,481,911 | -2.2% | 28,972 | -11.1% | 0.91% | +4.2% |
| Q3 2022 | $1,515,000 | -5.4% | 32,574 | -2.4% | 0.87% | +3.7% |
| Q2 2022 | $1,602,000 | +73.2% | 33,370 | +102.2% | 0.84% | +89.0% |
| Q1 2022 | $925,000 | -4.2% | 16,500 | +2.5% | 0.45% | -23.2% |
| Q4 2021 | $966,000 | – | 16,098 | – | 0.58% | – |
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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% |