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 | $294,658,704 | -4.5% | 5,613,616 | -0.3% | 0.06% | -3.4% |
| Q2 2023 | $308,561,976 | +2.6% | 5,630,693 | -1.3% | 0.06% | -1.7% |
| Q1 2023 | $300,631,366 | +5.6% | 5,704,580 | +2.5% | 0.06% | 0.0% |
| Q4 2022 | $284,807,343 | +11148.3% | 5,568,081 | +2.3% | 0.06% | +5900.0% |
| Q3 2022 | $2,532,000 | -0.5% | 5,441,709 | +2.6% | 0.00% | 0.0% |
| Q2 2022 | $2,545,000 | -11.9% | 5,301,788 | +2.9% | 0.00% | 0.0% |
| Q1 2022 | $2,889,000 | +2.4% | 5,153,715 | +9.6% | 0.00% | – |
| Q4 2021 | $2,820,000 | +2.8% | 4,702,310 | -1.5% | 0.00% | – |
| Q3 2021 | $2,744,000 | +1.4% | 4,772,796 | +3.1% | 0.00% | – |
| Q2 2021 | $2,705,000 | – | 4,630,698 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |