DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 437 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,519,105 | +11.6% | 28,941 | +16.5% | 0.16% | +7.3% |
Q2 2023 | $1,361,552 | +4.4% | 24,846 | +0.4% | 0.15% | -7.4% |
Q1 2023 | $1,303,895 | +3.0% | 24,742 | 0.0% | 0.16% | -15.6% |
Q4 2022 | $1,265,545 | +9.5% | 24,742 | -0.4% | 0.19% | -27.5% |
Q3 2022 | $1,156,000 | +19.1% | 24,843 | +22.9% | 0.26% | +6.0% |
Q2 2022 | $971,000 | -20.6% | 20,219 | -7.3% | 0.25% | -19.4% |
Q1 2022 | $1,223,000 | +1.8% | 21,813 | +9.0% | 0.31% | -7.7% |
Q4 2021 | $1,201,000 | – | 20,017 | – | 0.34% | – |
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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% |