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 | $118,430,930 | -5.9% | 2,256,257 | -1.7% | 0.05% | -3.6% |
Q2 2023 | $125,844,408 | -0.7% | 2,296,431 | -4.5% | 0.06% | -8.2% |
Q1 2023 | $126,675,355 | +11.7% | 2,403,707 | +8.4% | 0.06% | +3.4% |
Q4 2022 | $113,421,575 | +15.6% | 2,217,431 | +5.1% | 0.06% | +5.4% |
Q3 2022 | $98,125,000 | -4.4% | 2,109,314 | -1.4% | 0.06% | -1.8% |
Q2 2022 | $102,683,000 | -13.0% | 2,139,235 | +1.7% | 0.06% | -3.4% |
Q1 2022 | $117,972,000 | -3.7% | 2,104,390 | +3.1% | 0.06% | -3.3% |
Q4 2021 | $122,451,000 | +6.1% | 2,041,181 | +1.7% | 0.06% | -3.2% |
Q3 2021 | $115,373,000 | +33.3% | 2,006,491 | +35.4% | 0.06% | +28.6% |
Q2 2021 | $86,524,000 | – | 1,481,577 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |