DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,587,440 | -0.9% | 2,049,675 | +3.5% | 13.73% | -0.9% |
| Q2 2023 | $108,521,561 | +8.1% | 1,980,320 | +3.9% | 13.86% | +6.3% |
| Q1 2023 | $100,428,742 | +7.3% | 1,905,669 | +4.2% | 13.03% | +0.6% |
| Q4 2022 | $93,577,597 | +14.2% | 1,829,474 | +3.8% | 12.95% | -2.3% |
| Q3 2022 | $81,974,000 | -2.1% | 1,762,116 | +1.1% | 13.26% | +3.6% |
| Q2 2022 | $83,694,000 | -16.4% | 1,743,631 | -2.4% | 12.81% | -14.7% |
| Q1 2022 | $100,158,000 | -4.8% | 1,786,609 | +1.9% | 15.01% | -3.5% |
| Q4 2021 | $105,230,000 | +8.1% | 1,754,125 | +3.6% | 15.56% | +4.7% |
| Q3 2021 | $97,378,000 | +1.3% | 1,693,524 | +2.9% | 14.86% | -8.6% |
| Q2 2021 | $96,122,000 | – | 1,645,924 | – | 16.25% | – |
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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% |