DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 327 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |