DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 355 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,875 | +19.6% | 7,180 | +24.9% | 0.09% | +19.7% |
| Q2 2023 | $315,056 | +6.9% | 5,749 | +1.2% | 0.08% | -2.6% |
| Q1 2023 | $294,706 | +10.9% | 5,683 | +9.3% | 0.08% | +11.4% |
| Q4 2022 | $265,853 | +10.3% | 5,198 | +0.4% | 0.07% | -2.8% |
| Q3 2022 | $241,000 | +17.0% | 5,175 | +33.1% | 0.07% | +38.5% |
| Q2 2022 | $206,000 | -5.5% | 3,888 | +0.2% | 0.05% | 0.0% |
| Q1 2022 | $218,000 | -21.0% | 3,880 | -15.6% | 0.05% | -34.2% |
| Q4 2021 | $276,000 | – | 4,596 | – | 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% |