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 | $4,824,041 | +7.1% | 91,904 | +11.9% | 0.04% | +10.5% |
| Q2 2023 | $4,502,642 | +4.6% | 82,165 | +0.6% | 0.04% | 0.0% |
| Q1 2023 | $4,305,116 | +1.3% | 81,691 | -1.7% | 0.04% | -2.6% |
| Q4 2022 | $4,251,639 | +19.4% | 83,121 | +8.6% | 0.04% | -45.1% |
| Q3 2022 | $3,562,000 | +4.0% | 76,569 | +7.3% | 0.07% | +31.5% |
| Q2 2022 | $3,425,000 | -15.3% | 71,354 | -1.1% | 0.05% | -6.9% |
| Q1 2022 | $4,044,000 | -4.9% | 72,131 | +1.8% | 0.06% | -4.9% |
| Q4 2021 | $4,253,000 | +13.4% | 70,887 | +8.7% | 0.06% | +1.7% |
| Q3 2021 | $3,749,000 | -2.3% | 65,201 | -0.8% | 0.06% | -3.2% |
| Q2 2021 | $3,839,000 | – | 65,728 | – | 0.06% | – |
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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% |