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 | $15,785,529 | -3.7% | 300,734 | +0.6% | 0.62% | -6.2% |
| Q2 2023 | $16,389,986 | +7.3% | 299,087 | +3.1% | 0.66% | -0.6% |
| Q1 2023 | $15,282,020 | +8.9% | 289,981 | +5.7% | 0.66% | +0.3% |
| Q4 2022 | $14,037,514 | +9.4% | 274,438 | -0.5% | 0.66% | -1.6% |
| Q3 2022 | $12,827,000 | -2.5% | 275,739 | +0.6% | 0.67% | -2.6% |
| Q2 2022 | $13,154,000 | -17.4% | 274,050 | -3.5% | 0.69% | -13.1% |
| Q1 2022 | $15,921,000 | -4.2% | 283,993 | +2.5% | 0.79% | -4.2% |
| Q4 2021 | $16,614,000 | +7.1% | 276,943 | +2.6% | 0.83% | -6.2% |
| Q3 2021 | $15,516,000 | +0.6% | 269,849 | +2.2% | 0.88% | -5.4% |
| Q2 2021 | $15,424,000 | – | 264,106 | – | 0.93% | – |
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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% |