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% | – |
Download | ||||||
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% |