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 | $28,008,664 | +93330.7% | 533,600 | -3.0% | 0.15% | -37.3% |
| Q4 2022 | $29,978 | -99.9% | 549,963 | +4.0% | 0.23% | +5.0% |
| Q3 2022 | $26,345,000 | -5.0% | 528,578 | -4.3% | 0.22% | -2.6% |
| Q2 2022 | $27,729,000 | -1.6% | 552,157 | +10.1% | 0.23% | +11.2% |
| Q1 2022 | $28,188,000 | +13.0% | 501,579 | +10.9% | 0.20% | +11.4% |
| Q4 2021 | $24,950,000 | +2.7% | 452,394 | +12.1% | 0.18% | +26.0% |
| Q3 2021 | $24,286,000 | – | 403,557 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |