DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 437 filers reported holding DIMENSIONAL ETF TRUST in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |