DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 | 1,388,339 | $77,830,000 | 26.97% |
Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |