DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 368 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,364,824 | +78.9% | 1,130,973 | +86.8% | 0.89% | +70.7% |
| Q2 2023 | $33,176,280 | +4.3% | 605,406 | +0.3% | 0.52% | -12.5% |
| Q1 2023 | $31,820,245 | +4.0% | 603,799 | +0.9% | 0.59% | -20.7% |
| Q4 2022 | $30,601,192 | +10.3% | 598,264 | +0.3% | 0.75% | -13.4% |
| Q3 2022 | $27,744,000 | -4.6% | 596,389 | -1.5% | 0.86% | -2.0% |
| Q2 2022 | $29,071,000 | -15.5% | 605,637 | -1.3% | 0.88% | -21.7% |
| Q1 2022 | $34,407,000 | -7.4% | 613,737 | -0.9% | 1.13% | -6.2% |
| Q4 2021 | $37,137,000 | +3.1% | 619,047 | -1.1% | 1.20% | -8.5% |
| Q3 2021 | $36,005,000 | -2.7% | 626,173 | -1.1% | 1.31% | -12.1% |
| Q2 2021 | $36,989,000 | – | 633,378 | – | 1.49% | – |
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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% |