DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 437 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,309,667 | -4.0% | 24,951 | +0.2% | 0.27% | -19.1% |
| Q2 2023 | $1,364,847 | +4.2% | 24,906 | +0.2% | 0.33% | -10.8% |
| Q1 2023 | $1,310,343 | +136.7% | 24,864 | +129.8% | 0.37% | +96.3% |
| Q4 2022 | $553,498 | -3.9% | 10,821 | 0.0% | 0.19% | -3.1% |
| Q3 2022 | $576,000 | +11.2% | 10,821 | +0.2% | 0.19% | -23.6% |
| Q2 2022 | $518,000 | +5.3% | 10,797 | +22.9% | 0.25% | -16.2% |
| Q1 2022 | $492,000 | -10.4% | 8,783 | -4.0% | 0.30% | -27.3% |
| Q4 2021 | $549,000 | -4.7% | 9,145 | 0.0% | 0.42% | -3.2% |
| Q3 2021 | $576,000 | – | 9,145 | – | 0.43% | – |
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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% |