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 | $461,860 | -4.2% | 8,799 | 0.0% | 0.17% | +0.6% |
Q2 2023 | $482,185 | +4.0% | 8,799 | 0.0% | 0.17% | -2.3% |
Q1 2023 | $463,707 | +102946.0% | 8,799 | 0.0% | 0.18% | -2.2% |
Q4 2022 | $450 | -99.9% | 8,799 | 0.0% | 0.18% | -1.1% |
Q3 2022 | $409,000 | -3.1% | 8,799 | 0.0% | 0.18% | +5.2% |
Q2 2022 | $422,000 | -14.4% | 8,799 | 0.0% | 0.17% | +1.2% |
Q1 2022 | $493,000 | -6.6% | 8,799 | 0.0% | 0.17% | -2.3% |
Q4 2021 | $528,000 | +4.3% | 8,799 | 0.0% | 0.18% | -4.9% |
Q3 2021 | $506,000 | -1.6% | 8,799 | 0.0% | 0.18% | +1.7% |
Q2 2021 | $514,000 | – | 8,799 | – | 0.18% | – |
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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% |