DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,031,922 | -6.5% | 57,762 | -2.4% | 0.20% | -3.3% |
| Q2 2023 | $3,243,875 | +11.1% | 59,195 | +6.8% | 0.21% | +4.4% |
| Q1 2023 | $2,919,916 | -0.9% | 55,406 | -3.9% | 0.20% | -32.3% |
| Q4 2022 | $2,947,617 | +1093.4% | 57,627 | +986.5% | 0.30% | +1263.6% |
| Q3 2022 | $247,000 | -1.6% | 5,304 | +1.5% | 0.02% | +4.8% |
| Q2 2022 | $251,000 | +10.1% | 5,224 | +28.6% | 0.02% | +23.5% |
| Q1 2022 | $228,000 | -6.2% | 4,061 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $243,000 | +17.4% | 4,047 | +12.5% | 0.02% | -15.0% |
| Q3 2021 | $207,000 | -1.4% | 3,596 | +0.1% | 0.02% | -23.1% |
| Q2 2021 | $210,000 | – | 3,592 | – | 0.03% | – |
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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% |