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 | $7,167,771 | -5.0% | 136,555 | -0.8% | 2.96% | -5.3% |
| Q2 2023 | $7,541,344 | +4.2% | 137,616 | +0.2% | 3.12% | -1.3% |
| Q1 2023 | $7,238,485 | +1.9% | 137,353 | -1.1% | 3.16% | -16.2% |
| Q4 2022 | $7,103,779 | +14.0% | 138,881 | +3.7% | 3.78% | -4.9% |
| Q3 2022 | $6,231,000 | -4.0% | 133,939 | -1.0% | 3.97% | -2.2% |
| Q2 2022 | $6,494,000 | -14.5% | 135,293 | -0.1% | 4.06% | -20.0% |
| Q1 2022 | $7,594,000 | -7.6% | 135,463 | -1.1% | 5.08% | -3.5% |
| Q4 2021 | $8,221,000 | – | 137,036 | – | 5.26% | – |
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% |