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 | $4,090 | +10.8% | 77,923 | +15.7% | 0.02% | +15.0% |
| Q2 2023 | $3,691 | +51.5% | 67,362 | +45.7% | 0.02% | +17.6% |
| Q1 2023 | $2,437 | +10.2% | 46,242 | +6.9% | 0.02% | +13.3% |
| Q4 2022 | $2,212 | -99.9% | 43,240 | -7.1% | 0.02% | -6.2% |
| Q3 2022 | $2,164,000 | -11.6% | 46,526 | -8.7% | 0.02% | -15.8% |
| Q2 2022 | $2,447,000 | -42.5% | 50,987 | -32.8% | 0.02% | -36.7% |
| Q1 2022 | $4,253,000 | +3.1% | 75,860 | +10.3% | 0.03% | 0.0% |
| Q4 2021 | $4,127,000 | +17.6% | 68,793 | +12.8% | 0.03% | +7.1% |
| Q3 2021 | $3,508,000 | +30.6% | 61,002 | +32.6% | 0.03% | +21.7% |
| Q2 2021 | $2,686,000 | – | 45,992 | – | 0.02% | – |
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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% |