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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,757,634 | +11.2% | 291,032 | +1.2% | 6.28% | +1.7% |
| Q3 2023 | $15,067,461 | -6.8% | 287,492 | -2.5% | 6.18% | -2.5% |
| Q2 2023 | $16,163,534 | +4.6% | 294,955 | +0.6% | 6.34% | -0.4% |
| Q1 2023 | $15,453,801 | -11.5% | 293,241 | -14.1% | 6.36% | +6.9% |
| Q4 2022 | $17,460,284 | +1.6% | 341,355 | -4.5% | 5.95% | -10.2% |
| Q3 2022 | $17,180,000 | +1.4% | 357,609 | +1.3% | 6.62% | -2.0% |
| Q2 2022 | $16,944,000 | -17.4% | 353,076 | +1.7% | 6.76% | -14.9% |
| Q4 2021 | $20,525,000 | -7.7% | 347,169 | -6.0% | 7.94% | -7.0% |
| Q3 2021 | $22,226,000 | +7.4% | 369,507 | -0.6% | 8.53% | -7.6% |
| Q2 2021 | $20,701,000 | – | 371,780 | – | 9.23% | – |
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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% |