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 | $10,824,712 | -8.7% | 206,224 | -6.7% | 0.17% | -1.8% |
| Q2 2023 | $11,852,343 | +1377.1% | 221,086 | +642.6% | 0.17% | +1121.4% |
| Q1 2023 | $802,380 | -92.6% | 29,773 | -85.9% | 0.01% | -92.8% |
| Q4 2022 | $10,801,781 | +3.2% | 211,179 | -6.2% | 0.20% | -17.7% |
| Q3 2022 | $10,470,000 | -3.8% | 225,064 | -0.7% | 0.24% | -3.3% |
| Q2 2022 | $10,882,000 | -18.0% | 226,704 | -4.2% | 0.24% | -15.8% |
| Q1 2022 | $13,267,000 | +9.5% | 236,664 | +14.0% | 0.29% | -13.4% |
| Q2 2021 | $12,119,000 | – | 207,516 | – | 0.34% | – |
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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% |