DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,620,781 | +0.1% | 202,339 | +4.5% | 2.10% | -7.8% |
| Q2 2023 | $10,615,291 | +4.1% | 193,710 | +0.1% | 2.28% | -4.8% |
| Q1 2023 | $10,201,957 | +103800.2% | 193,586 | +0.8% | 2.39% | -7.9% |
| Q4 2022 | $9,819 | -99.9% | 191,957 | +3.6% | 2.60% | -8.0% |
| Q3 2022 | $8,618,000 | -13.8% | 185,257 | -11.0% | 2.82% | -2.6% |
| Q2 2022 | $9,994,000 | -39.4% | 208,203 | -29.2% | 2.90% | -30.4% |
| Q1 2022 | $16,485,000 | -9.6% | 294,064 | -3.3% | 4.17% | -9.2% |
| Q4 2021 | $18,238,000 | – | 304,023 | – | 4.59% | – |
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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% |