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 | $853,750 | +18.2% | 16,265 | +23.4% | 0.02% | +18.8% |
| Q2 2023 | $722,538 | +79.7% | 13,185 | +72.8% | 0.02% | +60.0% |
| Q1 2023 | $402,154 | +96.9% | 7,631 | +109.0% | 0.01% | +66.7% |
| Q4 2022 | $204,293 | -66.7% | 3,651 | -66.6% | 0.01% | -75.0% |
| Q1 2022 | $613,000 | -6.6% | 10,935 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $656,000 | +4.5% | 10,935 | +0.1% | 0.03% | -6.9% |
| Q3 2021 | $628,000 | -1.6% | 10,922 | -0.0% | 0.03% | 0.0% |
| Q2 2021 | $638,000 | – | 10,925 | – | 0.03% | – |
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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% |