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 | $2,644,347 | +2.1% | 50,378 | +6.6% | 0.88% | +2.7% |
| Q2 2023 | $2,590,833 | +7.5% | 47,278 | +3.3% | 0.86% | -2.6% |
| Q1 2023 | $2,410,819 | +19.0% | 45,746 | +15.5% | 0.88% | +4.6% |
| Q4 2022 | $2,026,618 | +22.0% | 39,621 | +11.0% | 0.84% | +1.1% |
| Q3 2022 | $1,661,000 | -34.8% | 35,695 | -32.8% | 0.83% | -30.1% |
| Q2 2022 | $2,549,000 | -11.4% | 53,106 | +3.5% | 1.19% | -13.1% |
| Q1 2022 | $2,877,000 | +3.0% | 51,328 | +10.2% | 1.37% | -11.3% |
| Q4 2021 | $2,794,000 | – | 46,574 | – | 1.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |