DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 355 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
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% |