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 | $4,518,399 | -4.5% | 86,081 | -0.3% | 3.89% | -1.2% |
| Q2 2023 | $4,732,014 | +6.0% | 86,351 | +2.0% | 3.94% | -0.5% |
| Q1 2023 | $4,462,347 | +4.9% | 84,675 | +1.8% | 3.95% | -0.1% |
| Q4 2022 | $4,255,630 | +10.1% | 83,199 | +0.2% | 3.96% | -2.8% |
| Q3 2022 | $3,864,000 | -28.7% | 83,052 | -14.1% | 4.07% | -20.6% |
| Q2 2022 | $5,420,000 | -3.9% | 96,694 | +2.8% | 5.13% | +1.5% |
| Q1 2022 | $5,640,000 | 0.0% | 94,015 | 0.0% | 5.05% | -1.1% |
| Q4 2021 | $5,640,000 | – | 94,015 | – | 5.11% | – |
Download | ||||||
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% |