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 | $555,185 | -3.9% | 10,577 | +0.3% | 0.02% | +9.5% |
| Q2 2023 | $577,858 | +4.3% | 10,545 | +0.3% | 0.02% | +5.0% |
| Q1 2023 | $554,024 | +3.2% | 10,513 | +0.2% | 0.02% | -4.8% |
| Q4 2022 | $536,649 | +10.4% | 10,492 | +0.4% | 0.02% | -4.5% |
| Q3 2022 | $486,000 | -2.8% | 10,455 | +0.3% | 0.02% | +4.8% |
| Q2 2022 | $500,000 | -14.2% | 10,426 | +0.3% | 0.02% | +5.0% |
| Q1 2022 | $583,000 | -6.4% | 10,397 | +0.1% | 0.02% | -4.8% |
| Q4 2021 | $623,000 | +7.0% | 10,383 | +2.6% | 0.02% | 0.0% |
| Q3 2021 | $582,000 | – | 10,118 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |