DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 437 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,103,300 | -7.8% | 385,614 | +5.9% | 1.03% | -4.5% |
| Q2 2023 | $20,724,967 | +21.7% | 364,299 | +11.8% | 1.08% | +8.5% |
| Q1 2023 | $17,031,270 | +11.7% | 325,833 | +22.4% | 0.99% | +6.4% |
| Q4 2022 | $15,252,768 | +31.6% | 266,145 | +19.5% | 0.93% | +12.9% |
| Q3 2022 | $11,590,000 | +12.9% | 222,799 | +15.1% | 0.83% | +11.3% |
| Q2 2022 | $10,267,000 | +22.8% | 193,505 | +16.6% | 0.74% | +16.5% |
| Q1 2022 | $8,359,000 | +1.3% | 165,912 | +11.5% | 0.64% | +9.1% |
| Q4 2021 | $8,254,000 | -10.5% | 148,829 | +2.6% | 0.58% | -9.4% |
| Q3 2021 | $9,221,000 | -41.6% | 145,002 | -47.7% | 0.65% | +10.1% |
| Q2 2021 | $15,800,000 | – | 277,032 | – | 0.59% | – |
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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% |