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 | $1,699,358 | -0.8% | 32,375 | +3.6% | 0.48% | +1.9% |
Q2 2023 | $1,713,316 | +14.6% | 31,265 | +10.3% | 0.47% | +9.3% |
Q1 2023 | $1,494,461 | +6.1% | 28,358 | +2.9% | 0.43% | -0.9% |
Q4 2022 | $1,409,131 | +32.1% | 27,549 | +20.1% | 0.43% | +19.9% |
Q3 2022 | $1,066,657 | +1.1% | 22,929 | +4.3% | 0.36% | +7.1% |
Q2 2022 | $1,055,022 | -43.1% | 21,980 | -33.6% | 0.34% | -40.8% |
Q1 2022 | $1,855,503 | +44.3% | 33,099 | +54.5% | 0.57% | +46.8% |
Q4 2021 | $1,285,584 | +3.7% | 21,430 | -0.6% | 0.39% | -6.5% |
Q3 2021 | $1,239,443 | -4.2% | 21,556 | -2.7% | 0.42% | -11.1% |
Q2 2021 | $1,293,803 | – | 22,154 | – | 0.47% | – |
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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% |