DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,518,430 | -0.1% | 143,235 | +4.7% | 2.53% | +1.9% |
| Q2 2023 | $7,528,665 | +8.2% | 136,795 | +3.6% | 2.48% | +1.3% |
| Q1 2023 | $6,958,313 | +8.3% | 132,036 | +5.1% | 2.45% | +7.1% |
| Q4 2022 | $6,424,503 | +13.3% | 125,601 | +3.3% | 2.28% | +2.9% |
| Q3 2022 | $5,672,000 | -0.6% | 121,589 | +2.3% | 2.22% | -4.5% |
| Q2 2022 | $5,707,000 | +5.8% | 118,906 | +27.5% | 2.32% | +32.5% |
| Q1 2022 | $5,394,000 | +16.2% | 93,231 | +13.8% | 1.76% | +7.7% |
| Q4 2021 | $4,643,000 | – | 81,918 | – | 1.63% | – |
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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% |