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 | $23,960,425 | +54.3% | 456,476 | +61.1% | 0.01% | +60.0% |
| Q2 2023 | $15,523,854 | -9.6% | 283,282 | -13.1% | 0.01% | -16.7% |
| Q1 2023 | $17,180,674 | +23.2% | 326,009 | +19.6% | 0.01% | +20.0% |
| Q4 2022 | $13,943,899 | +313.6% | 272,608 | +276.2% | 0.01% | +400.0% |
| Q3 2022 | $3,371,000 | +10.2% | 72,460 | +13.7% | 0.00% | 0.0% |
| Q2 2022 | $3,058,000 | -9.3% | 63,713 | +6.0% | 0.00% | 0.0% |
| Q1 2022 | $3,371,000 | +62.3% | 60,132 | +73.7% | 0.00% | 0.0% |
| Q4 2021 | $2,077,000 | +55.9% | 34,626 | +49.5% | 0.00% | – |
| Q3 2021 | $1,332,000 | -5.2% | 23,158 | -3.7% | 0.00% | – |
| Q2 2021 | $1,405,000 | – | 24,054 | – | 0.00% | – |
Download | ||||||
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% |