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 | $9,022,754 | -3.8% | 171,895 | +0.5% | 4.05% | -0.9% |
| Q2 2023 | $9,375,384 | +6.4% | 171,084 | +2.3% | 4.08% | +8.6% |
| Q1 2023 | $8,811,581 | +0.3% | 167,203 | -2.7% | 3.76% | +16.7% |
| Q4 2022 | $8,787,195 | +11.3% | 171,793 | +1.3% | 3.22% | -11.7% |
| Q3 2022 | $7,892,000 | -1.2% | 169,653 | +1.9% | 3.65% | -3.2% |
| Q2 2022 | $7,990,000 | -12.6% | 166,459 | +2.1% | 3.77% | -3.8% |
| Q1 2022 | $9,141,000 | -1.1% | 163,071 | +5.9% | 3.92% | +14.0% |
| Q4 2021 | $9,239,000 | – | 154,017 | – | 3.44% | – |
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% |