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 | $4,798 | +1.9% | 91,403 | +6.4% | 0.02% | +4.8% |
| Q2 2023 | $4,707 | +14.2% | 85,903 | +9.8% | 0.02% | +5.0% |
| Q1 2023 | $4,122 | -6.5% | 78,214 | -9.3% | 0.02% | -13.0% |
| Q4 2022 | $4,410 | -99.9% | 86,222 | +7.0% | 0.02% | +9.5% |
| Q3 2022 | $3,750,000 | -3.6% | 80,604 | -0.5% | 0.02% | 0.0% |
| Q2 2022 | $3,890,000 | -11.3% | 81,049 | +3.6% | 0.02% | +5.0% |
| Q1 2022 | $4,384,000 | +90.4% | 78,204 | +103.7% | 0.02% | +100.0% |
| Q4 2021 | $2,303,000 | +5.5% | 38,386 | +1.1% | 0.01% | -9.1% |
| Q3 2021 | $2,182,000 | +1.7% | 37,951 | +3.3% | 0.01% | +10.0% |
| Q2 2021 | $2,146,000 | – | 36,753 | – | 0.01% | – |
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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% |