DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 369 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $681,364,086 | +1.9% | 11,340,947 | +5.7% | 0.73% | -1.9% |
| Q1 2024 | $668,656,652 | +4.8% | 10,725,965 | +0.2% | 0.74% | -37.4% |
| Q4 2023 | $637,981,644 | +24.1% | 10,700,799 | +9.3% | 1.18% | +72.4% |
| Q3 2023 | $513,905,855 | -5.2% | 9,790,547 | -1.0% | 0.69% | -5.0% |
| Q2 2023 | $542,127,770 | +12.8% | 9,892,843 | +8.5% | 0.72% | +4.3% |
| Q1 2023 | $480,436,340 | +1.5% | 9,116,439 | -1.5% | 0.69% | -2.8% |
| Q4 2022 | $473,301,863 | +20.6% | 9,253,214 | +9.7% | 0.71% | +4.9% |
| Q3 2022 | $392,419,000 | +7.2% | 8,435,487 | +10.6% | 0.68% | +12.6% |
| Q2 2022 | $365,941,000 | -8.6% | 7,623,785 | +6.7% | 0.60% | -2.7% |
| Q1 2022 | $400,421,000 | +1.3% | 7,142,717 | +8.4% | 0.62% | -2.4% |
| Q4 2021 | $395,396,000 | +15.1% | 6,591,034 | +10.3% | 0.64% | +4.3% |
| Q3 2021 | $343,525,000 | +2.5% | 5,974,356 | +4.1% | 0.61% | +2.4% |
| Q2 2021 | $335,030,000 | – | 5,736,810 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |