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 ↓ |
---|---|---|---|
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% |