DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. 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. | 6,758,308 | $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% |