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 | $5,316 | -4.6% | 101,280 | -0.4% | 4.03% | -2.1% |
| Q2 2023 | $5,573 | +2.3% | 101,711 | -1.6% | 4.12% | -2.5% |
| Q1 2023 | $5,446 | +1.9% | 103,336 | -1.3% | 4.22% | -5.3% |
| Q4 2022 | $5,344 | -99.9% | 104,691 | -2.6% | 4.46% | +3.1% |
| Q3 2022 | $4,999,000 | -1.4% | 107,475 | +1.8% | 4.32% | +5.1% |
| Q2 2022 | $5,069,000 | -13.3% | 105,603 | +1.3% | 4.11% | -2.0% |
| Q1 2022 | $5,844,000 | -5.2% | 104,246 | +1.9% | 4.20% | +1.5% |
| Q4 2021 | $6,165,000 | +4.5% | 102,337 | -0.2% | 4.13% | -0.7% |
| Q3 2021 | $5,898,000 | +2.5% | 102,591 | +4.2% | 4.16% | +7.6% |
| Q2 2021 | $5,752,000 | – | 98,496 | – | 3.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |