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 | $1,443,383 | -9.8% | 27,498 | -5.9% | 1.00% | +8.4% |
| Q2 2023 | $1,600,811 | +12.6% | 29,212 | +8.3% | 0.93% | -8.9% |
| Q1 2023 | $1,421,461 | +3.0% | 26,973 | -0.0% | 1.02% | -10.1% |
| Q4 2022 | $1,379,872 | +40.1% | 26,977 | +27.4% | 1.13% | +9.2% |
| Q3 2022 | $985,000 | +1.2% | 21,167 | +4.4% | 1.04% | +3.8% |
| Q2 2022 | $973,000 | +6.0% | 20,272 | +23.8% | 1.00% | +62.4% |
| Q1 2022 | $918,000 | – | 16,378 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |