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 | $2,859,240 | +42.7% | 54,472 | +49.0% | 0.02% | +28.6% |
| Q2 2023 | $2,003,378 | +31.3% | 36,558 | +26.3% | 0.01% | +27.3% |
| Q1 2023 | $1,525,243 | +159.7% | 28,942 | +152.1% | 0.01% | +120.0% |
| Q4 2022 | $587,202 | +95.1% | 11,480 | +77.2% | 0.01% | +25.0% |
| Q3 2022 | $301,000 | +13.6% | 6,477 | +17.2% | 0.00% | +33.3% |
| Q2 2022 | $265,000 | -19.7% | 5,526 | -6.0% | 0.00% | -25.0% |
| Q1 2022 | $330,000 | -18.7% | 5,880 | -13.0% | 0.00% | -20.0% |
| Q4 2021 | $406,000 | +4.6% | 6,761 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $388,000 | +4.0% | 6,747 | +5.7% | 0.01% | 0.0% |
| Q2 2021 | $373,000 | – | 6,382 | – | 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% |