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 | $12,711,362 | -2.3% | 242,168 | +2.0% | 0.16% | -25.5% |
| Q2 2023 | $13,007,071 | +9.2% | 237,356 | +5.0% | 0.21% | +4.4% |
| Q1 2023 | $11,913,242 | +8.1% | 226,061 | +4.9% | 0.20% | -5.1% |
| Q4 2022 | $11,024,181 | +19.9% | 215,529 | +9.1% | 0.21% | +3.9% |
| Q3 2022 | $9,194,000 | +6.6% | 197,615 | +10.0% | 0.21% | +13.2% |
| Q2 2022 | $8,622,000 | -8.3% | 179,635 | +7.1% | 0.18% | +41.1% |
| Q1 2022 | $9,399,000 | +121.5% | 167,666 | +137.1% | 0.13% | +16.2% |
| Q4 2021 | $4,243,000 | -25.2% | 70,727 | -28.3% | 0.11% | -20.7% |
| Q3 2021 | $5,674,000 | +158.1% | 98,673 | +162.2% | 0.14% | +79.5% |
| Q2 2021 | $2,198,000 | – | 37,629 | – | 0.08% | – |
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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% |