DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 368 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,207,283 | -3.6% | 42,052 | +0.7% | 0.66% | -3.8% |
Q2 2023 | $2,288,859 | -6.4% | 41,768 | -10.0% | 0.69% | -11.2% |
Q1 2023 | $2,445,412 | +1.2% | 46,403 | -1.8% | 0.78% | -4.3% |
Q4 2022 | $2,415,866 | -2.8% | 47,231 | -11.6% | 0.81% | -12.6% |
Q3 2022 | $2,485,000 | -36.7% | 53,425 | -34.6% | 0.93% | -33.3% |
Q2 2022 | $3,923,000 | – | 81,735 | – | 1.39% | – |
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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% |