DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,443,383 | -9.8% | 27,498 | -5.9% | 1.00% | +8.4% |
Q2 2023 | $1,600,811 | +12.6% | 29,212 | +8.3% | 0.93% | -8.9% |
Q1 2023 | $1,421,461 | +3.0% | 26,973 | -0.0% | 1.02% | -10.1% |
Q4 2022 | $1,379,872 | +40.1% | 26,977 | +27.4% | 1.13% | +9.2% |
Q3 2022 | $985,000 | +1.2% | 21,167 | +4.4% | 1.04% | +3.8% |
Q2 2022 | $973,000 | +6.0% | 20,272 | +23.8% | 1.00% | +62.4% |
Q1 2022 | $918,000 | – | 16,378 | – | 0.62% | – |
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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% |