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 | $2,915,032 | +19.3% | 55,535 | +24.5% | 0.03% | +20.8% |
| Q2 2023 | $2,443,532 | +40.2% | 44,590 | +34.8% | 0.02% | +26.3% |
| Q1 2023 | $1,743,353 | -26.7% | 33,081 | -28.9% | 0.02% | -9.5% |
| Q4 2022 | $2,378,322 | -99.9% | 46,497 | -63.5% | 0.02% | -34.4% |
| Q3 2022 | $2,966,964,000 | +180482.1% | 127,424 | +272.3% | 0.03% | +88.2% |
| Q2 2022 | $1,643,000 | -4.6% | 34,222 | +11.4% | 0.02% | -5.6% |
| Q1 2022 | $1,723,000 | -0.9% | 30,731 | +6.0% | 0.02% | 0.0% |
| Q4 2021 | $1,739,000 | +6.1% | 28,985 | +1.7% | 0.02% | +12.5% |
| Q3 2021 | $1,639,000 | -23.3% | 28,507 | -22.1% | 0.02% | -33.3% |
| Q2 2021 | $2,136,000 | – | 36,576 | – | 0.02% | – |
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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% |