DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,387,038 | +24.3% | 26,425 | +29.8% | 0.02% | +38.9% |
Q2 2023 | $1,115,444 | +13.8% | 20,355 | +9.5% | 0.02% | +5.9% |
Q1 2023 | $979,788 | +6.6% | 18,592 | +3.4% | 0.02% | -5.6% |
Q4 2022 | $919,514 | +10.8% | 17,977 | +0.7% | 0.02% | 0.0% |
Q3 2022 | $830,000 | +55.1% | 17,852 | +87.1% | 0.02% | +63.6% |
Q1 2022 | $535,000 | -6.5% | 9,541 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $572,000 | +4.2% | 9,541 | 0.0% | 0.01% | -15.4% |
Q3 2021 | $549,000 | -1.4% | 9,541 | 0.0% | 0.01% | -7.1% |
Q2 2021 | $557,000 | – | 9,541 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |