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 | $3,501,769 | +0.0% | 66,713 | +4.4% | 2.37% | +1.6% |
| Q2 2023 | $3,501,251 | +5.3% | 63,891 | +1.3% | 2.34% | -4.3% |
| Q1 2023 | $3,323,821 | +6.5% | 63,071 | +3.4% | 2.44% | +5.5% |
| Q4 2022 | $3,121,179 | +20.2% | 61,020 | +9.3% | 2.31% | -0.8% |
| Q3 2022 | $2,597,000 | +0.2% | 55,845 | +3.5% | 2.33% | -8.9% |
| Q2 2022 | $2,591,000 | -10.7% | 53,982 | +4.2% | 2.56% | -14.4% |
| Q1 2022 | $2,903,000 | -2.6% | 51,786 | +4.2% | 2.99% | +7.4% |
| Q4 2021 | $2,980,000 | – | 49,676 | – | 2.79% | – |
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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% |