DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 318 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,967,663 | -2.5% | 99,329 | +1.2% | 0.42% | -7.9% |
| Q1 2024 | $6,121,189 | +5.6% | 98,190 | +1.0% | 0.45% | -9.0% |
| Q4 2023 | $5,797,944 | +14.6% | 97,249 | +0.9% | 0.50% | -2.9% |
| Q3 2023 | $5,058,970 | +7.8% | 96,402 | +12.8% | 0.51% | +6.4% |
| Q2 2023 | $4,692,542 | +35.7% | 85,464 | +30.2% | 0.48% | +22.0% |
| Q1 2023 | $3,459,223 | +56.0% | 65,640 | +51.4% | 0.40% | +39.6% |
| Q4 2022 | $2,217,459 | +100.5% | 43,353 | +82.4% | 0.28% | +69.5% |
| Q3 2022 | $1,106,000 | +414.4% | 23,765 | +431.5% | 0.17% | +377.1% |
| Q2 2022 | $215,000 | -14.0% | 4,471 | +0.1% | 0.04% | -16.7% |
| Q1 2022 | $250,000 | – | 4,467 | – | 0.04% | – |
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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% |