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 | $33,275,516 | -2.5% | 633,940 | +1.8% | 10.06% | +2.2% |
| Q2 2023 | $34,120,833 | +9.7% | 622,643 | +5.5% | 9.84% | +3.9% |
| Q1 2023 | $31,096,113 | +5.8% | 590,059 | +2.7% | 9.47% | -1.7% |
| Q4 2022 | $29,396,790 | +14.3% | 574,717 | +3.9% | 9.63% | +3.6% |
| Q3 2022 | $25,720,000 | +28.0% | 552,885 | +32.1% | 9.29% | +21.9% |
| Q2 2022 | $20,091,000 | +17.9% | 418,570 | +37.7% | 7.63% | +20.7% |
| Q1 2022 | $17,040,000 | +53.5% | 303,960 | +64.3% | 6.32% | +53.0% |
| Q4 2021 | $11,098,000 | +91.7% | 185,006 | +83.7% | 4.13% | +78.8% |
| Q3 2021 | $5,790,000 | +40.5% | 100,700 | +42.7% | 2.31% | +38.3% |
| Q2 2021 | $4,121,000 | – | 70,567 | – | 1.67% | – |
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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% |