DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 437 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,518,430 | -0.1% | 143,235 | +4.7% | 2.53% | +1.9% |
| Q2 2023 | $7,528,665 | +8.2% | 136,795 | +3.6% | 2.48% | +1.3% |
| Q1 2023 | $6,958,313 | +8.3% | 132,036 | +5.1% | 2.45% | +7.1% |
| Q4 2022 | $6,424,503 | +13.3% | 125,601 | +3.3% | 2.28% | +2.9% |
| Q3 2022 | $5,672,000 | -0.6% | 121,589 | +2.3% | 2.22% | -4.5% |
| Q2 2022 | $5,707,000 | +5.8% | 118,906 | +27.5% | 2.32% | +32.5% |
| Q1 2022 | $5,394,000 | +16.2% | 93,231 | +13.8% | 1.76% | +7.7% |
| Q4 2021 | $4,643,000 | – | 81,918 | – | 1.63% | – |
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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% |