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 | $658,165 | -4.2% | 12,539 | +0.0% | 0.01% | +16.7% |
| Q2 2023 | $686,806 | +4.0% | 12,533 | +0.0% | 0.01% | +33.3% |
| Q1 2023 | $660,173 | -9.9% | 12,527 | -12.6% | 0.01% | -10.0% |
| Q4 2022 | $733,054 | -22.4% | 14,331 | -29.5% | 0.01% | -28.6% |
| Q3 2022 | $945,000 | -3.2% | 20,326 | +0.0% | 0.01% | -6.7% |
| Q2 2022 | $976,000 | +16.9% | 20,320 | +36.5% | 0.02% | +36.4% |
| Q1 2022 | $835,000 | +22.3% | 14,884 | +30.8% | 0.01% | 0.0% |
| Q4 2021 | $683,000 | +4.9% | 11,377 | +0.5% | 0.01% | +37.5% |
| Q3 2021 | $651,000 | -1.4% | 11,317 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $660,000 | – | 11,312 | – | 0.01% | – |
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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% |