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 | $1,618,290 | +29.9% | 30,830 | +35.6% | 1.07% | +32.1% |
| Q2 2023 | $1,246,011 | +3.7% | 22,737 | -0.2% | 0.81% | +3.7% |
| Q1 2023 | $1,201,161 | +35.2% | 22,792 | +31.2% | 0.78% | +30.4% |
| Q4 2022 | $888,271 | +43.0% | 17,366 | +30.2% | 0.60% | +32.0% |
| Q3 2022 | $621,000 | +155.6% | 13,340 | +163.6% | 0.45% | +166.5% |
| Q2 2022 | $243,000 | 0.0% | 5,061 | +16.8% | 0.17% | +13.3% |
| Q1 2022 | $243,000 | -6.5% | 4,333 | 0.0% | 0.15% | -1.3% |
| Q4 2021 | $260,000 | +34.7% | 4,333 | +29.0% | 0.15% | +29.9% |
| Q3 2021 | $193,000 | -1.5% | 3,358 | 0.0% | 0.12% | -5.6% |
| Q2 2021 | $196,000 | – | 3,358 | – | 0.12% | – |
Download | ||||||
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% |