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 | $3,126,034 | -4.2% | 59,555 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $3,261,484 | +3.6% | 59,516 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $3,148,758 | +19.4% | 59,749 | +15.9% | 0.00% | 0.0% |
| Q4 2022 | $2,637,836 | +7.5% | 51,571 | -2.2% | 0.00% | 0.0% |
| Q3 2022 | $2,454,000 | -3.5% | 52,756 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $2,543,000 | +24.2% | 52,970 | +45.1% | 0.00% | – |
| Q1 2022 | $2,047,000 | -24.7% | 36,516 | -19.4% | 0.00% | – |
| Q4 2021 | $2,717,000 | +18.6% | 45,286 | +13.7% | 0.00% | – |
| Q3 2021 | $2,290,000 | +2.0% | 39,832 | +3.7% | 0.00% | – |
| Q2 2021 | $2,244,000 | – | 38,417 | – | 0.00% | – |
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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% |