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 | $31,391,429 | -5.3% | 598,046 | -1.1% | 21.19% | -1.6% |
| Q2 2023 | $33,149,610 | +3.7% | 604,920 | -0.2% | 21.54% | -0.7% |
| Q1 2023 | $31,952,742 | +2.3% | 606,314 | -0.7% | 21.69% | -1.7% |
| Q4 2022 | $31,219,192 | +9.9% | 610,346 | -0.0% | 22.06% | -1.2% |
| Q3 2022 | $28,399,000 | -3.5% | 610,477 | -0.4% | 22.33% | +4.1% |
| Q2 2022 | $29,419,000 | -14.7% | 612,886 | -0.3% | 21.44% | -18.3% |
| Q1 2022 | $34,479,000 | -6.9% | 615,034 | -0.4% | 26.24% | -2.9% |
| Q4 2021 | $37,051,000 | – | 617,618 | – | 27.02% | – |
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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% |