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 ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |