DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 437 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,943,757 | -5.4% | 37,031 | -1.2% | 0.29% | -0.7% |
| Q2 2023 | $2,054,288 | +5.4% | 37,487 | +1.4% | 0.29% | -3.3% |
| Q1 2023 | $1,948,583 | +102727.6% | 36,975 | -0.2% | 0.30% | -4.4% |
| Q4 2022 | $1,895 | -99.9% | 37,055 | -0.9% | 0.32% | -6.8% |
| Q3 2022 | $1,740,000 | -3.2% | 37,402 | -0.1% | 0.34% | +1.2% |
| Q2 2022 | $1,798,000 | -14.9% | 37,450 | -0.6% | 0.33% | -21.2% |
| Q1 2022 | $2,112,000 | -6.9% | 37,669 | -0.4% | 0.42% | -9.6% |
| Q4 2021 | $2,268,000 | +4.4% | 37,804 | +0.1% | 0.47% | -2.5% |
| Q3 2021 | $2,172,000 | -1.6% | 37,773 | -0.1% | 0.48% | -8.7% |
| Q2 2021 | $2,208,000 | – | 37,815 | – | 0.53% | – |
Download | ||||||
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% |