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 | $331,947 | -5.9% | 6,324 | -1.7% | 0.06% | -11.3% |
| Q2 2023 | $352,583 | +9.1% | 6,434 | +4.9% | 0.07% | -1.4% |
| Q1 2023 | $323,262 | +11.2% | 6,134 | +7.9% | 0.07% | +7.5% |
| Q4 2022 | $290,737 | +8.1% | 5,684 | -1.6% | 0.07% | -6.9% |
| Q3 2022 | $269,000 | -4.3% | 5,775 | -1.3% | 0.07% | -7.7% |
| Q2 2022 | $281,000 | -16.6% | 5,852 | -2.5% | 0.08% | -3.7% |
| Q1 2022 | $337,000 | -36.2% | 6,003 | -31.8% | 0.08% | -36.2% |
| Q4 2021 | $528,000 | +38.6% | 8,802 | +33.0% | 0.13% | +21.0% |
| Q3 2021 | $381,000 | -1.6% | 6,619 | 0.0% | 0.10% | -28.1% |
| Q2 2021 | $387,000 | – | 6,619 | – | 0.15% | – |
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% |