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 | $6,606,187 | -6.1% | 125,856 | -2.0% | 0.55% | +12.3% |
| Q2 2023 | $7,037,097 | -18.9% | 128,414 | -22.1% | 0.49% | -22.4% |
| Q1 2023 | $8,681,914 | +6.1% | 164,742 | +3.0% | 0.63% | +7.5% |
| Q4 2022 | $8,181,760 | +8.6% | 159,956 | -1.3% | 0.58% | -5.6% |
| Q3 2022 | $7,536,000 | -0.8% | 161,992 | +2.4% | 0.62% | +8.0% |
| Q2 2022 | $7,593,000 | -9.0% | 158,195 | +6.3% | 0.57% | +2.5% |
| Q1 2022 | $8,343,000 | +8.9% | 148,825 | +16.6% | 0.56% | +14.1% |
| Q4 2021 | $7,658,000 | +11.0% | 127,656 | +6.4% | 0.49% | +0.2% |
| Q3 2021 | $6,900,000 | – | 119,998 | – | 0.49% | – |
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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% |