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 | $19,657,712 | -4.8% | 374,504 | -0.7% | 0.37% | -1.1% |
| Q2 2023 | $20,658,475 | +7.4% | 376,979 | +3.3% | 0.38% | -49.8% |
| Q1 2023 | $19,240,336 | -24.3% | 365,092 | -26.6% | 0.75% | -27.8% |
| Q4 2022 | $25,425,195 | +18.8% | 497,071 | +8.1% | 1.03% | -4.6% |
| Q3 2022 | $21,400,000 | -16.2% | 460,023 | -13.5% | 1.08% | -10.9% |
| Q2 2022 | $25,526,000 | -16.2% | 531,800 | -2.1% | 1.22% | -9.8% |
| Q1 2022 | $30,451,000 | -8.7% | 543,178 | -2.3% | 1.35% | +5.9% |
| Q4 2021 | $33,343,000 | +14.7% | 555,821 | +9.9% | 1.27% | -14.7% |
| Q3 2021 | $29,079,000 | +17.7% | 505,730 | +19.6% | 1.49% | +12.0% |
| Q2 2021 | $24,700,000 | – | 422,946 | – | 1.33% | – |
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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% |