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 | $59,542,414 | -21.9% | 1,134,357 | -18.5% | 11.56% | -23.3% |
| Q2 2023 | $76,245,325 | +2.4% | 1,391,338 | -1.5% | 15.07% | -21.5% |
| Q1 2023 | $74,472,181 | +1.2% | 1,413,134 | -1.7% | 19.21% | -0.1% |
| Q4 2022 | $73,569,076 | +11.0% | 1,438,301 | +1.0% | 19.23% | +1.9% |
| Q3 2022 | $66,257,000 | -3.2% | 1,424,277 | -0.1% | 18.88% | -35.9% |
| Q2 2022 | $68,431,000 | -12.1% | 1,425,644 | +2.7% | 29.46% | +9.3% |
| Q1 2022 | $77,830,000 | -5.1% | 1,388,339 | +1.6% | 26.97% | -6.9% |
| Q4 2021 | $81,972,000 | – | 1,366,430 | – | 28.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |