DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,533 | -24.5% | 11,479 | -21.1% | 0.78% | -29.2% |
| Q2 2023 | $797,669 | +1.3% | 14,556 | -2.6% | 1.11% | +3.6% |
| Q1 2023 | $787,654 | +4.0% | 14,946 | +1.0% | 1.07% | -1.0% |
| Q4 2022 | $757,173 | -17.9% | 14,803 | -25.3% | 1.08% | -22.7% |
| Q3 2022 | $922,000 | -31.8% | 19,815 | -29.7% | 1.40% | -28.9% |
| Q2 2022 | $1,352,000 | -10.8% | 28,169 | -0.3% | 1.97% | +8.6% |
| Q1 2022 | $1,516,000 | +106.5% | 28,253 | +130.9% | 1.81% | +114.7% |
| Q4 2021 | $734,000 | – | 12,238 | – | 0.84% | – |
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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% |