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 | $2,184,371 | -7.9% | 41,615 | -3.8% | 0.78% | -8.4% |
| Q2 2023 | $2,371,378 | -13.1% | 43,273 | -16.4% | 0.86% | -18.1% |
| Q1 2023 | $2,727,923 | -48.2% | 51,763 | -49.8% | 1.05% | -57.6% |
| Q4 2022 | $5,270,637 | +16.2% | 103,043 | +5.7% | 2.47% | +3.8% |
| Q3 2022 | $4,535,000 | +4.1% | 97,476 | +7.4% | 2.38% | +6.5% |
| Q2 2022 | $4,358,000 | -12.0% | 90,796 | +2.7% | 2.23% | -20.4% |
| Q1 2022 | $4,955,000 | +2.1% | 88,382 | +9.2% | 2.80% | +4.6% |
| Q4 2021 | $4,854,000 | – | 80,912 | – | 2.68% | – |
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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% |