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 | $558,074 | -6.0% | 10,632 | -1.8% | 0.56% | -6.2% |
| Q2 2023 | $593,594 | +10.1% | 10,832 | +5.9% | 0.60% | +6.8% |
| Q1 2023 | $539,226 | +103002.5% | 10,232 | 0.0% | 0.56% | -6.5% |
| Q4 2022 | $523 | -99.9% | 10,232 | +29.2% | 0.60% | +26.7% |
| Q3 2022 | $368,000 | -3.2% | 7,917 | 0.0% | 0.47% | +6.1% |
| Q2 2022 | $380,000 | -14.4% | 7,917 | 0.0% | 0.44% | +4.7% |
| Q1 2022 | $444,000 | -14.1% | 7,917 | -8.1% | 0.42% | -10.9% |
| Q4 2021 | $517,000 | – | 8,617 | – | 0.48% | – |
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% |