DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 438 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,109,165 | +28.7% | 68,395 | +33.6% | 0.03% | +3.6% |
| Q1 2024 | $3,192,235 | +15.2% | 51,207 | +10.1% | 0.03% | 0.0% |
| Q4 2023 | $2,771,959 | -1.2% | 46,494 | -13.0% | 0.03% | -9.7% |
| Q3 2023 | $2,805,428 | +14.3% | 53,447 | +19.3% | 0.03% | +10.7% |
| Q2 2023 | $2,454,099 | -13.0% | 44,783 | -16.4% | 0.03% | -20.0% |
| Q1 2023 | $2,821,696 | -77.6% | 53,543 | -78.3% | 0.04% | -79.2% |
| Q4 2022 | $12,598,198 | +23.1% | 246,299 | +11.9% | 0.17% | +7.0% |
| Q3 2022 | $10,235,000 | +1.1% | 220,015 | +4.3% | 0.16% | +2.6% |
| Q2 2022 | $10,126,000 | +81.5% | 210,948 | +112.5% | 0.15% | +98.7% |
| Q1 2022 | $5,578,000 | +716.7% | 99,280 | +772.2% | 0.08% | +670.0% |
| Q4 2021 | $683,000 | +11.1% | 11,383 | +6.3% | 0.01% | 0.0% |
| Q3 2021 | $615,000 | +8.1% | 10,709 | +10.3% | 0.01% | 0.0% |
| Q2 2021 | $569,000 | – | 9,712 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |