DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,009,438 | -4.0% | 38,282 | +0.2% | 0.07% | +1.4% |
| Q2 2023 | $2,093,734 | +4.2% | 38,207 | +0.2% | 0.07% | -1.4% |
| Q1 2023 | $2,009,526 | +2.8% | 38,131 | -0.2% | 0.07% | -5.4% |
| Q4 2022 | $1,955,097 | +20.1% | 38,223 | +9.3% | 0.07% | +5.7% |
| Q3 2022 | $1,628,000 | -2.9% | 34,986 | +0.2% | 0.07% | 0.0% |
| Q2 2022 | $1,676,000 | -9.0% | 34,911 | +0.2% | 0.07% | -5.4% |
| Q1 2022 | $1,842,000 | -11.8% | 34,838 | +0.1% | 0.07% | +1.4% |
| Q4 2021 | $2,088,000 | +6.4% | 34,802 | +2.0% | 0.07% | -5.2% |
| Q3 2021 | $1,962,000 | -1.7% | 34,129 | -0.1% | 0.08% | -1.3% |
| Q2 2021 | $1,995,000 | – | 34,152 | – | 0.08% | – |
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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% |