DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 368 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,242,000 | -4.7% | 499,948 | -0.5% | 7.17% | -6.3% |
| Q2 2023 | $27,531,000 | +2.8% | 502,392 | -1.1% | 7.65% | -5.9% |
| Q1 2023 | $26,781,000 | +1.4% | 508,185 | -1.6% | 8.13% | -2.9% |
| Q4 2022 | $26,424,000 | +6.3% | 516,602 | -3.4% | 8.38% | -45.3% |
| Q3 2022 | $24,869,000 | -4.0% | 534,577 | -0.9% | 15.32% | +2.6% |
| Q2 2022 | $25,895,000 | -15.7% | 539,475 | -1.5% | 14.92% | -32.8% |
| Q1 2022 | $30,715,000 | -7.1% | 547,898 | -0.6% | 22.22% | -14.7% |
| Q4 2021 | $33,061,000 | – | 551,115 | – | 26.05% | – |
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% |