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 | $1,320,124 | -5.9% | 25,150 | -1.7% | 1.19% | -2.7% |
| Q2 2023 | $1,402,387 | +4.0% | 25,591 | 0.0% | 1.23% | -2.2% |
| Q1 2023 | $1,348,646 | -0.0% | 25,591 | -3.0% | 1.25% | -8.1% |
| Q4 2022 | $1,348,774 | -16.9% | 26,369 | -24.5% | 1.36% | -25.7% |
| Q3 2022 | $1,624,000 | -3.1% | 34,909 | 0.0% | 1.83% | +1.6% |
| Q2 2022 | $1,676,000 | -14.8% | 34,909 | -0.5% | 1.80% | -0.4% |
| Q1 2022 | $1,967,000 | -7.7% | 35,094 | -1.2% | 1.81% | -1.3% |
| Q4 2021 | $2,130,000 | – | 35,510 | – | 1.84% | – |
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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% |