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 | $756,651 | -4.3% | 14,415 | -0.0% | 0.45% | -2.2% |
Q2 2023 | $790,315 | +5.4% | 14,422 | +1.3% | 0.46% | +6.5% |
Q1 2023 | $750,151 | -2.1% | 14,234 | -5.0% | 0.43% | -16.5% |
Q4 2022 | $766,341 | +9.5% | 14,982 | -0.4% | 0.51% | +2.0% |
Q3 2022 | $700,000 | -2.6% | 15,044 | +0.4% | 0.50% | +4.6% |
Q2 2022 | $719,000 | -22.1% | 14,981 | -9.0% | 0.48% | -22.0% |
Q1 2022 | $923,000 | – | 16,463 | – | 0.62% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |