DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,081,745 | -3.7% | 58,711 | +0.6% | 2.33% | -18.1% |
| Q2 2023 | $3,198,986 | +4.6% | 58,376 | +0.6% | 2.85% | -0.5% |
| Q1 2023 | $3,057,127 | +3.1% | 58,010 | +0.0% | 2.86% | +9.6% |
| Q4 2022 | $2,966,286 | +10.8% | 57,992 | +0.8% | 2.61% | -12.9% |
| Q3 2022 | $2,677,000 | -7.6% | 57,544 | -4.7% | 3.00% | -4.2% |
| Q2 2022 | $2,897,000 | -11.4% | 60,357 | +3.4% | 3.13% | -11.9% |
| Q1 2022 | $3,271,000 | -10.0% | 58,346 | -3.7% | 3.55% | -1.0% |
| Q4 2021 | $3,635,000 | – | 60,600 | – | 3.59% | – |
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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% |