DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,743,565 | -4.2% | 6,758,308 | -0.0% | 23.56% | -2.8% |
| Q2 2023 | $370,473,004 | +3.9% | 6,760,456 | -0.1% | 24.24% | -0.5% |
| Q1 2023 | $356,702,388 | +102222.8% | 6,768,546 | -0.7% | 24.37% | -0.6% |
| Q4 2022 | $348,605 | -99.9% | 6,815,352 | -0.9% | 24.51% | -1.1% |
| Q3 2022 | $319,999,000 | +0.7% | 6,878,735 | +3.9% | 24.78% | +3.0% |
| Q2 2022 | $317,764,000 | -17.8% | 6,620,079 | -4.0% | 24.06% | -8.7% |
| Q1 2022 | $386,599,000 | -6.1% | 6,896,173 | +0.4% | 26.36% | -10.0% |
| Q4 2021 | $411,892,000 | – | 6,866,013 | – | 29.30% | – |
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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% |