DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 368 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139,615,194 | -4.6% | 2,659,844 | -0.4% | 1.98% | -5.1% |
| Q2 2023 | $146,303,454 | +9.2% | 2,669,771 | +2.0% | 2.08% | -14.5% |
| Q1 2023 | $133,930,629 | 0.0% | 2,618,390 | 0.0% | 2.44% | +0.0% |
| Q4 2022 | $133,930,629 | +8.9% | 2,618,390 | -1.0% | 2.43% | -3.1% |
| Q3 2022 | $123,022,000 | -2.9% | 2,644,502 | +0.2% | 2.51% | +0.4% |
| Q2 2022 | $126,661,000 | -12.2% | 2,638,773 | +2.6% | 2.50% | -12.0% |
| Q1 2022 | $144,246,000 | -7.6% | 2,573,067 | -1.1% | 2.84% | -5.7% |
| Q4 2021 | $156,039,000 | +3.9% | 2,601,078 | -0.4% | 3.02% | -2.0% |
| Q3 2021 | $150,230,000 | +3.0% | 2,612,703 | +4.6% | 3.08% | -12.6% |
| Q2 2021 | $145,855,000 | – | 2,497,525 | – | 3.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |