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 | $7,434,917 | -4.7% | 141,644 | -0.5% | 3.78% | -1.7% |
| Q2 2023 | $7,798,580 | +3.1% | 142,310 | -0.8% | 3.85% | -5.3% |
| Q1 2023 | $7,562,023 | +2.3% | 143,492 | -0.7% | 4.06% | -4.2% |
| Q4 2022 | $7,392,743 | +11.5% | 144,531 | +1.4% | 4.24% | -0.8% |
| Q3 2022 | $6,632,000 | -1.9% | 142,559 | +1.3% | 4.28% | +3.1% |
| Q2 2022 | $6,758,000 | -13.4% | 140,783 | +1.1% | 4.15% | -6.8% |
| Q1 2022 | $7,807,000 | +3.4% | 139,265 | -1.4% | 4.46% | -2.5% |
| Q4 2021 | $7,552,000 | – | 141,295 | – | 4.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |