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 | $1,616,648 | -4.9% | 30,799 | -0.7% | 1.27% | -2.2% |
| Q2 2023 | $1,699,768 | +3.7% | 31,018 | -0.3% | 1.30% | -2.0% |
| Q1 2023 | $1,639,289 | +1.0% | 31,106 | -1.9% | 1.32% | -8.4% |
| Q4 2022 | $1,622,621 | +9.2% | 31,723 | -0.7% | 1.45% | -4.5% |
| Q3 2022 | $1,486,000 | -4.5% | 31,940 | -1.5% | 1.51% | +2.4% |
| Q2 2022 | $1,556,000 | -14.8% | 32,413 | -0.5% | 1.48% | -11.0% |
| Q1 2022 | $1,826,000 | -7.5% | 32,573 | -1.1% | 1.66% | -4.8% |
| Q4 2021 | $1,975,000 | – | 32,922 | – | 1.74% | – |
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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% |