DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 355 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,652,739 | -1.2% | 183,897 | +3.1% | 8.49% | +5.2% |
| Q2 2023 | $9,771,797 | +13.0% | 178,317 | +8.7% | 8.07% | +2.8% |
| Q1 2023 | $8,644,775 | +8.3% | 164,037 | +5.1% | 7.85% | -1.2% |
| Q4 2022 | $7,983,748 | +10.3% | 156,085 | +0.3% | 7.94% | +3.9% |
| Q3 2022 | $7,238,000 | +27.1% | 155,592 | +31.2% | 7.64% | +40.6% |
| Q2 2022 | $5,693,000 | +562.7% | 118,611 | +674.3% | 5.44% | +682.2% |
| Q1 2022 | $859,000 | -5.1% | 15,319 | +1.5% | 0.70% | +20.0% |
| Q4 2021 | $905,000 | +10.4% | 15,091 | +5.8% | 0.58% | +7.6% |
| Q3 2021 | $820,000 | – | 14,261 | – | 0.54% | – |
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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% |