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 | $12,497,563 | +6.3% | 238,094 | +11.0% | 1.23% | +4.7% |
| Q2 2023 | $11,751,444 | +24.8% | 214,442 | +20.0% | 1.17% | +14.8% |
| Q1 2023 | $9,418,477 | +20.6% | 178,719 | +17.0% | 1.02% | +9.4% |
| Q4 2022 | $7,812,653 | +8.5% | 152,740 | -1.3% | 0.94% | -8.7% |
| Q3 2022 | $7,198,000 | +3.7% | 154,732 | +7.0% | 1.02% | -14.7% |
| Q2 2022 | $6,943,000 | +10.1% | 144,653 | +28.6% | 1.20% | +19.3% |
| Q1 2022 | $6,307,000 | -3.9% | 112,511 | +2.9% | 1.01% | -3.3% |
| Q4 2021 | $6,561,000 | +15.8% | 109,362 | +10.9% | 1.04% | -7.4% |
| Q3 2021 | $5,668,000 | +9.4% | 98,582 | +11.1% | 1.12% | -6.6% |
| Q2 2021 | $5,180,000 | – | 88,705 | – | 1.20% | – |
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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% |