DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. 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 ↓ |
|---|---|---|---|
| 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% |