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 | $5,561,052 | -3.9% | 105,945 | +0.3% | 3.55% | -11.4% |
| Q2 2023 | $5,788,157 | +4.3% | 105,623 | +0.3% | 4.01% | -2.6% |
| Q1 2023 | $5,549,414 | +4.1% | 105,302 | +1.0% | 4.12% | -18.6% |
| Q4 2022 | $5,331,122 | +7.2% | 104,225 | -2.5% | 5.06% | -11.6% |
| Q3 2022 | $4,975,000 | +1.4% | 106,939 | +4.6% | 5.72% | +7.7% |
| Q2 2022 | $4,908,000 | -14.2% | 102,259 | +0.2% | 5.31% | -12.9% |
| Q1 2022 | $5,719,000 | -6.9% | 102,009 | -0.4% | 6.10% | -6.2% |
| Q4 2021 | $6,142,000 | – | 102,381 | – | 6.50% | – |
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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% |