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 | $212,269 | -8.0% | 4,044 | -3.9% | 0.02% | -11.1% |
| Q2 2023 | $230,708 | +4.0% | 4,210 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $221,866 | +3.0% | 4,210 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $215,341 | +9.9% | 4,210 | 0.0% | 0.02% | -10.5% |
| Q3 2022 | $196,000 | -8.8% | 4,210 | -5.8% | 0.02% | +5.6% |
| Q2 2022 | $215,000 | -16.3% | 4,471 | -2.3% | 0.02% | -5.3% |
| Q1 2022 | $257,000 | -34.8% | 4,578 | -30.3% | 0.02% | -13.6% |
| Q4 2021 | $394,000 | -4.4% | 6,564 | -8.3% | 0.02% | -12.0% |
| Q3 2021 | $412,000 | -3.3% | 7,159 | -1.8% | 0.02% | -7.4% |
| Q2 2021 | $426,000 | – | 7,288 | – | 0.03% | – |
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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% |