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 | $6,536,495 | +5.9% | 124,528 | +10.6% | 1.05% | -15.3% |
| Q2 2023 | $6,170,170 | +12.1% | 112,594 | +7.8% | 1.24% | +3.0% |
| Q1 2023 | $5,503,643 | +13.7% | 104,433 | +10.3% | 1.20% | +2.6% |
| Q4 2022 | $4,842,157 | +139.1% | 94,666 | +117.5% | 1.17% | +109.1% |
| Q3 2022 | $2,025,000 | +26.0% | 43,531 | +30.1% | 0.56% | +68.2% |
| Q2 2022 | $1,607,000 | +5.4% | 33,472 | +23.1% | 0.33% | -10.2% |
| Q1 2022 | $1,524,000 | +28.1% | 27,187 | +37.1% | 0.37% | +41.6% |
| Q4 2021 | $1,190,000 | +41.7% | 19,832 | +35.7% | 0.26% | +13.4% |
| Q3 2021 | $840,000 | -1.5% | 14,614 | +0.0% | 0.23% | -14.8% |
| Q2 2021 | $853,000 | – | 14,611 | – | 0.27% | – |
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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% |