DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,838,861 | +7.0% | 92,186 | +11.7% | 0.88% | +10.8% |
| Q2 2023 | $4,522,704 | +42.8% | 82,531 | +37.3% | 0.80% | +16.1% |
| Q1 2023 | $3,167,445 | +32.5% | 60,103 | +28.6% | 0.69% | +33.3% |
| Q4 2022 | $2,391,042 | +49.1% | 46,746 | +35.6% | 0.52% | +15.4% |
| Q3 2022 | $1,604,000 | +17.3% | 34,473 | +21.0% | 0.45% | +20.5% |
| Q2 2022 | $1,368,000 | +50.2% | 28,499 | +75.3% | 0.37% | +57.9% |
| Q1 2022 | $911,000 | +237.4% | 16,259 | +261.6% | 0.24% | +69.1% |
| Q4 2021 | $270,000 | -0.4% | 4,497 | -4.7% | 0.14% | -9.2% |
| Q3 2021 | $271,000 | +0.4% | 4,721 | +0.0% | 0.15% | -3.8% |
| Q2 2021 | $270,000 | – | 4,719 | – | 0.16% | – |
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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% |