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 | $5,561,052 | -3.9% | 105,945 | +0.3% | 3.55% | -11.4% |
Q2 2023 | $5,788,157 | +4.3% | 105,623 | +0.3% | 4.01% | -2.6% |
Q1 2023 | $5,549,414 | +4.1% | 105,302 | +1.0% | 4.12% | -18.6% |
Q4 2022 | $5,331,122 | +7.2% | 104,225 | -2.5% | 5.06% | -11.6% |
Q3 2022 | $4,975,000 | +1.4% | 106,939 | +4.6% | 5.72% | +7.7% |
Q2 2022 | $4,908,000 | -14.2% | 102,259 | +0.2% | 5.31% | -12.9% |
Q1 2022 | $5,719,000 | -6.9% | 102,009 | -0.4% | 6.10% | -6.2% |
Q4 2021 | $6,142,000 | – | 102,381 | – | 6.50% | – |
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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% |