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 | $33,446,878 | +3.8% | 637,205 | +8.4% | 4.10% | +5.2% |
| Q2 2023 | $32,207,706 | +10.1% | 587,732 | +5.9% | 3.90% | +0.9% |
| Q1 2023 | $29,255,000 | +5.2% | 555,136 | +2.1% | 3.86% | -3.5% |
| Q4 2022 | $27,798,327 | +17.8% | 543,467 | +7.1% | 4.00% | +16.0% |
| Q3 2022 | $23,599,000 | +0.8% | 507,293 | +4.0% | 3.45% | -8.1% |
| Q2 2022 | $23,408,000 | -10.1% | 487,661 | +5.0% | 3.75% | +7.4% |
| Q1 2022 | $26,040,000 | +148.4% | 464,501 | +165.8% | 3.49% | +148.2% |
| Q4 2021 | $10,482,000 | – | 174,737 | – | 1.41% | – |
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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% |