DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 355 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $155,633 | -4.0% | 2,965 | +0.3% | 0.00% | – |
Q2 2023 | $162,044 | +4.3% | 2,957 | +0.3% | 0.00% | – |
Q1 2023 | $155,360 | +3.2% | 2,948 | +0.2% | 0.00% | – |
Q4 2022 | $150,483 | +10.6% | 2,942 | +0.3% | 0.00% | – |
Q3 2022 | $136,000 | -2.9% | 2,932 | +0.3% | 0.00% | – |
Q2 2022 | $140,000 | -14.1% | 2,924 | +0.3% | 0.00% | – |
Q1 2022 | $163,000 | -6.9% | 2,915 | +0.1% | 0.00% | – |
Q4 2021 | $175,000 | +7.4% | 2,911 | +2.5% | 0.00% | – |
Q3 2021 | $163,000 | -1.2% | 2,840 | +0.5% | 0.00% | – |
Q2 2021 | $165,000 | – | 2,827 | – | 0.00% | – |
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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% |