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 | $168,440 | -4.9% | 3,209 | -0.7% | 0.00% | – |
Q2 2023 | $177,059 | -48.9% | 3,231 | -50.8% | 0.00% | – |
Q1 2023 | $346,346 | +17.0% | 6,572 | +13.6% | 0.00% | – |
Q4 2022 | $295,954 | +9.6% | 5,786 | -0.2% | 0.00% | – |
Q3 2022 | $270,000 | -11.8% | 5,795 | -9.1% | 0.00% | – |
Q2 2022 | $306,000 | -14.3% | 6,375 | 0.0% | 0.00% | – |
Q1 2022 | $357,000 | -6.5% | 6,375 | 0.0% | 0.00% | – |
Q4 2021 | $382,000 | +4.1% | 6,375 | -0.0% | 0.00% | – |
Q3 2021 | $367,000 | -6.9% | 6,376 | -5.5% | 0.00% | – |
Q2 2021 | $394,000 | – | 6,748 | – | 0.00% | – |
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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% |