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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,461,804 | -2.0% | 275,515 | +2.3% | 0.03% | 0.0% |
| Q2 2023 | $14,758,213 | +8.9% | 269,310 | +4.8% | 0.03% | 0.0% |
| Q1 2023 | $13,547,750 | +12.9% | 257,073 | +9.6% | 0.03% | +8.3% |
| Q4 2022 | $11,995,008 | +17.7% | 234,506 | +7.1% | 0.02% | +4.3% |
| Q3 2022 | $10,187,000 | +0.2% | 218,989 | +3.4% | 0.02% | +4.5% |
| Q2 2022 | $10,165,000 | -9.4% | 211,761 | +5.8% | 0.02% | +4.8% |
| Q1 2022 | $11,219,000 | +40.1% | 200,126 | +50.0% | 0.02% | +40.0% |
| Q4 2021 | $8,005,000 | +11.8% | 133,437 | +7.1% | 0.02% | 0.0% |
| Q3 2021 | $7,163,000 | +4.9% | 124,574 | +6.5% | 0.02% | +7.1% |
| Q2 2021 | $6,831,000 | – | 116,971 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |