DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |