DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,329,953 | -1.0% | 673,078 | +3.4% | 0.05% | 0.0% |
| Q2 2023 | $35,674,996 | +12.1% | 651,004 | +7.8% | 0.05% | +4.5% |
| Q1 2023 | $31,834,686 | +11.2% | 604,073 | +8.0% | 0.04% | +2.3% |
| Q4 2022 | $28,621,359 | -14.3% | 559,557 | -22.0% | 0.04% | -25.9% |
| Q3 2022 | $33,386,000 | +12.6% | 717,647 | +16.2% | 0.06% | +13.7% |
| Q2 2022 | $29,637,000 | +5.3% | 617,430 | +23.0% | 0.05% | +13.3% |
| Q1 2022 | $28,149,000 | +4332.9% | 502,128 | +4640.6% | 0.04% | +4400.0% |
| Q4 2021 | $635,000 | -5.2% | 10,592 | -9.1% | 0.00% | 0.0% |
| Q3 2021 | $670,000 | +16.5% | 11,649 | +18.5% | 0.00% | 0.0% |
| Q2 2021 | $575,000 | – | 9,832 | – | 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% |