DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 437 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,990,000 | +1.4% | 266,533 | +5.8% | 0.00% | 0.0% |
| Q2 2023 | $13,800,000 | -39.4% | 251,827 | -41.7% | 0.00% | -33.3% |
| Q1 2023 | $22,761,000 | +8.8% | 431,906 | +5.6% | 0.01% | 0.0% |
| Q4 2022 | $20,917,000 | +2021.4% | 408,944 | +1828.6% | 0.01% | – |
| Q3 2022 | $986,000 | -14.5% | 21,204 | -11.7% | 0.00% | – |
| Q2 2022 | $1,153,000 | -74.5% | 24,023 | -70.2% | 0.00% | -100.0% |
| Q1 2022 | $4,524,000 | +106.6% | 80,706 | +121.0% | 0.00% | – |
| Q4 2021 | $2,190,000 | +39.0% | 36,511 | +33.3% | 0.00% | – |
| Q3 2021 | $1,575,000 | -31.1% | 27,388 | -30.0% | 0.00% | -100.0% |
| Q2 2021 | $2,285,000 | – | 39,119 | – | 0.00% | – |
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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% |