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 | $2,644,347 | +2.1% | 50,378 | +6.6% | 0.88% | +2.7% |
| Q2 2023 | $2,590,833 | +7.5% | 47,278 | +3.3% | 0.86% | -2.6% |
| Q1 2023 | $2,410,819 | +19.0% | 45,746 | +15.5% | 0.88% | +4.6% |
| Q4 2022 | $2,026,618 | +22.0% | 39,621 | +11.0% | 0.84% | +1.1% |
| Q3 2022 | $1,661,000 | -34.8% | 35,695 | -32.8% | 0.83% | -30.1% |
| Q2 2022 | $2,549,000 | -11.4% | 53,106 | +3.5% | 1.19% | -13.1% |
| Q1 2022 | $2,877,000 | +3.0% | 51,328 | +10.2% | 1.37% | -11.3% |
| Q4 2021 | $2,794,000 | – | 46,574 | – | 1.54% | – |
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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% |