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 | $7,324,317 | -6.0% | 139,537 | -1.9% | 0.16% | -7.4% |
| Q2 2023 | $7,794,214 | -4.2% | 142,230 | -7.8% | 0.18% | -25.5% |
| Q1 2023 | $8,131,723 | +3.2% | 154,302 | +0.2% | 0.24% | -9.6% |
| Q4 2022 | $7,880,450 | +56.0% | 154,065 | +41.9% | 0.26% | +6.6% |
| Q3 2022 | $5,051,000 | -4.5% | 108,578 | -1.4% | 0.24% | -8.3% |
| Q2 2022 | $5,288,000 | -17.3% | 110,165 | -3.4% | 0.27% | -13.6% |
| Q1 2022 | $6,394,000 | -7.2% | 114,073 | -0.7% | 0.31% | -13.0% |
| Q4 2021 | $6,889,000 | – | 114,831 | – | 0.35% | – |
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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% |