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 | $4,130,653 | +1.6% | 78,694 | +6.1% | 0.02% | 0.0% |
| Q2 2023 | $4,066,213 | +0.4% | 74,201 | -3.5% | 0.02% | -11.1% |
| Q1 2023 | $4,050,727 | +10.4% | 76,864 | +7.2% | 0.02% | 0.0% |
| Q4 2022 | $3,668,458 | +11.6% | 71,720 | +1.5% | 0.02% | -5.3% |
| Q3 2022 | $3,288,000 | +3.6% | 70,687 | +6.9% | 0.02% | -5.0% |
| Q2 2022 | $3,173,000 | -14.5% | 66,112 | -0.1% | 0.02% | -16.7% |
| Q1 2022 | $3,711,000 | -7.2% | 66,197 | -0.6% | 0.02% | -11.1% |
| Q4 2021 | $3,997,000 | -0.2% | 66,620 | -4.4% | 0.03% | -18.2% |
| Q3 2021 | $4,006,000 | -0.5% | 69,668 | +1.1% | 0.03% | -10.8% |
| Q2 2021 | $4,025,000 | – | 68,918 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |