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 | $3,681,816 | -3.7% | 70,142 | +0.6% | 2.05% | -4.0% |
Q2 2023 | $3,822,290 | +5.2% | 69,749 | +1.1% | 2.13% | -1.9% |
Q1 2023 | $3,634,225 | +1.4% | 68,960 | -1.6% | 2.17% | -6.1% |
Q4 2022 | $3,585,188 | +12.1% | 70,092 | +1.9% | 2.31% | +3.2% |
Q3 2022 | $3,199,000 | +2.8% | 68,756 | +6.1% | 2.24% | +1.1% |
Q2 2022 | $3,112,000 | -14.5% | 64,829 | -0.1% | 2.22% | -13.0% |
Q1 2022 | $3,639,000 | -3.4% | 64,879 | +3.4% | 2.55% | -1.0% |
Q4 2021 | $3,766,000 | -28.3% | 62,774 | -31.3% | 2.58% | +36.0% |
Q3 2021 | $5,253,000 | -0.3% | 91,356 | +0.8% | 1.89% | -12.7% |
Q2 2021 | $5,271,000 | – | 90,625 | – | 2.17% | – |
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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% |