DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 355 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $25,296 | +3.0% | 480 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $24,552 | +11.6% | 480 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $22,000 | -92.1% | 480 | -91.7% | 0.00% | -92.7% |
Q2 2022 | $278,000 | -14.2% | 5,784 | 0.0% | 0.04% | 0.0% |
Q1 2022 | $324,000 | -6.6% | 5,784 | 0.0% | 0.04% | +5.1% |
Q4 2021 | $347,000 | +4.2% | 5,784 | 0.0% | 0.04% | -7.1% |
Q3 2021 | $333,000 | -9.5% | 5,784 | -8.2% | 0.04% | -14.3% |
Q2 2021 | $368,000 | – | 6,304 | – | 0.05% | – |
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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% |