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 | $640,850 | -14.9% | 12,209 | -11.1% | 0.00% | 0.0% |
| Q2 2023 | $752,678 | +3.1% | 13,735 | -0.8% | 0.00% | 0.0% |
| Q1 2023 | $729,947 | +2.5% | 13,851 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $712,264 | +195.5% | 13,925 | +168.5% | 0.00% | – |
| Q3 2022 | $241,000 | -3.2% | 5,186 | 0.0% | 0.00% | – |
| Q2 2022 | $249,000 | -49.5% | 5,186 | -41.0% | 0.00% | -100.0% |
| Q1 2022 | $493,000 | -3.0% | 8,789 | +3.9% | 0.00% | 0.0% |
| Q4 2021 | $508,000 | +78.2% | 8,456 | +70.7% | 0.00% | 0.0% |
| Q3 2021 | $285,000 | +33.2% | 4,955 | +35.1% | 0.00% | – |
| Q2 2021 | $214,000 | – | 3,668 | – | 0.00% | – |
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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% |