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 | $3,570,947 | -8.2% | 68,031 | -4.2% | 0.19% | +1.1% |
| Q2 2023 | $3,889,978 | +5.7% | 70,985 | +1.7% | 0.19% | -1.0% |
| Q1 2023 | $3,678,671 | +8.5% | 69,804 | +5.3% | 0.19% | -1.5% |
| Q4 2022 | $3,389,557 | +21.5% | 66,267 | +10.5% | 0.20% | +3.7% |
| Q3 2022 | $2,790,000 | -5.1% | 59,974 | -1.5% | 0.19% | -3.6% |
| Q2 2022 | $2,939,000 | -23.7% | 60,892 | -10.2% | 0.20% | -1.5% |
| Q1 2022 | $3,852,000 | – | 67,800 | – | 0.20% | – |
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% |