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 ↓ |
---|---|---|---|
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% |