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 | $8,972,181 | -4.2% | 271,337 | -1.6% | 1.32% | +0.3% |
| Q2 2023 | $9,362,019 | +15.2% | 275,749 | +8.2% | 1.32% | +8.6% |
| Q1 2023 | $8,123,256 | +9.0% | 254,956 | +4.7% | 1.21% | -2.0% |
| Q4 2022 | $7,452,955 | +37.7% | 243,500 | +18.7% | 1.24% | +10.4% |
| Q3 2022 | $5,414,000 | +18.2% | 205,139 | +9.6% | 1.12% | +27.6% |
| Q2 2022 | $4,582,000 | +15.6% | 187,115 | +164.5% | 0.88% | +20.8% |
| Q1 2022 | $3,965,000 | +1862.9% | 70,733 | +2003.9% | 0.73% | +1764.1% |
| Q4 2021 | $202,000 | – | 3,362 | – | 0.04% | – |
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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% |