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 | $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 ↓ |
|---|---|---|---|
| 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% |