DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. 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 ↓ |
|---|---|---|---|
| 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% |