DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 355 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,558,332 | +2.5% | 143,996 | +7.0% | 4.48% | +0.3% |
| Q2 2023 | $7,373,986 | +296.0% | 134,562 | +280.8% | 4.47% | +319.8% |
| Q1 2023 | $1,862,045 | +7.5% | 35,333 | +4.4% | 1.06% | +1.0% |
| Q4 2022 | $1,731,620 | +17.8% | 33,854 | +7.1% | 1.05% | +5.2% |
| Q3 2022 | $1,470,000 | -14.4% | 31,600 | -11.6% | 1.00% | -10.1% |
| Q2 2022 | $1,717,000 | -9.7% | 35,762 | +5.4% | 1.11% | +3.4% |
| Q1 2022 | $1,902,000 | – | 33,925 | – | 1.08% | – |
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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% |