DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,172 | -4.9% | 12,539 | -0.7% | 0.26% | +0.8% |
| Q2 2023 | $692,069 | +2.7% | 12,629 | -1.2% | 0.26% | +1.5% |
| Q1 2023 | $673,664 | +4.2% | 12,783 | +1.1% | 0.26% | -2.6% |
| Q4 2022 | $646,792 | +10.8% | 12,645 | +0.7% | 0.27% | +3.1% |
| Q3 2022 | $584,000 | -3.2% | 12,563 | 0.0% | 0.26% | -3.0% |
| Q2 2022 | $603,000 | -26.5% | 12,563 | -8.1% | 0.27% | -8.3% |
| Q4 2021 | $820,000 | +4.3% | 13,663 | 0.0% | 0.29% | -4.3% |
| Q3 2021 | $786,000 | -3.1% | 13,663 | -1.6% | 0.30% | +17.4% |
| Q2 2021 | $811,000 | – | 13,892 | – | 0.26% | – |
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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% |