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 | $902,904 | -4.6% | 17,201 | -0.4% | 0.69% | -9.3% |
| Q2 2023 | $945,993 | +31.4% | 17,263 | +26.4% | 0.76% | +19.5% |
| Q1 2023 | $719,662 | +9.3% | 13,656 | +6.1% | 0.64% | +3.4% |
| Q4 2022 | $658,164 | +18.2% | 12,867 | +7.5% | 0.62% | +5.1% |
| Q3 2022 | $557,000 | +25.2% | 11,968 | +29.0% | 0.58% | +24.5% |
| Q2 2022 | $445,000 | +140.5% | 9,275 | +180.8% | 0.47% | +190.1% |
| Q1 2022 | $185,000 | – | 3,303 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |