DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,691,728 | +16.8% | 108,434 | +22.0% | 0.00% | – |
| Q2 2023 | $4,871,622 | +245.3% | 88,898 | +232.1% | 0.00% | – |
| Q1 2023 | $1,410,832 | +38.1% | 26,771 | +34.0% | 0.00% | – |
| Q4 2022 | $1,021,925 | +1.0% | 19,979 | -8.2% | 0.00% | – |
| Q3 2022 | $1,012,000 | +10.8% | 21,752 | +14.4% | 0.00% | – |
| Q2 2022 | $913,000 | -11.1% | 19,019 | +3.8% | 0.00% | – |
| Q1 2022 | $1,027,000 | +329.7% | 18,320 | +360.0% | 0.00% | – |
| Q4 2021 | $239,000 | +4.4% | 3,983 | 0.0% | 0.00% | – |
| Q3 2021 | $229,000 | – | 3,983 | – | 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% |