DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 214 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,231,355 | +3.9% | 23,459 | +8.5% | 0.07% | +9.4% |
| Q2 2023 | $1,184,768 | +4.0% | 21,620 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $1,139,367 | +77.1% | 21,620 | +71.9% | 0.07% | +63.4% |
| Q4 2022 | $643,306 | +10.0% | 12,577 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $585,000 | -7.4% | 12,577 | -4.4% | 0.04% | -4.7% |
| Q2 2022 | $632,000 | -10.4% | 13,157 | +4.6% | 0.04% | +7.5% |
| Q1 2022 | $705,000 | +49.7% | 12,577 | +60.3% | 0.04% | +53.8% |
| Q4 2021 | $471,000 | +4.4% | 7,848 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $451,000 | -1.5% | 7,848 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $458,000 | – | 7,848 | – | 0.03% | – |
Download | ||||||
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% |