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 | $16,363,885 | -3.6% | 311,752 | +0.6% | 4.25% | -1.5% |
| Q2 2023 | $16,981,768 | +7.8% | 309,886 | +3.3% | 4.32% | -0.3% |
| Q1 2023 | $15,753,712 | -1.1% | 300,071 | -3.6% | 4.33% | -10.6% |
| Q4 2022 | $15,922,107 | +98.6% | 311,283 | +86.2% | 4.84% | -23.7% |
| Q3 2022 | $8,016,000 | +4.5% | 167,202 | +4.6% | 6.35% | +5.1% |
| Q2 2022 | $7,668,000 | -3.0% | 159,783 | +12.4% | 6.04% | -4.2% |
| Q4 2021 | $7,909,000 | – | 142,094 | – | 6.31% | – |
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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% |