DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,777,679 | -34.9% | 33,867 | -32.1% | 0.01% | -64.3% |
| Q2 2023 | $2,732,766 | -48.5% | 49,868 | -50.5% | 0.01% | +27.3% |
| Q1 2023 | $5,305,309 | -5.3% | 100,670 | -8.1% | 0.01% | -15.4% |
| Q4 2022 | $5,603,227 | +7.3% | 109,545 | -2.4% | 0.01% | -7.1% |
| Q3 2022 | $5,221,000 | -3.6% | 112,235 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $5,414,000 | -7.3% | 112,791 | +8.3% | 0.01% | +7.7% |
| Q1 2022 | $5,840,000 | -10.9% | 104,182 | -4.7% | 0.01% | -7.1% |
| Q4 2021 | $6,558,000 | +2.2% | 109,311 | -2.1% | 0.01% | -12.5% |
| Q3 2021 | $6,418,000 | +6.3% | 111,612 | +7.9% | 0.02% | 0.0% |
| Q2 2021 | $6,040,000 | – | 103,420 | – | 0.02% | – |
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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% |