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 | $3,166,996 | -11.9% | 60,335 | -6.4% | 0.03% | -9.7% |
| Q2 2023 | $3,595,008 | +14.8% | 64,491 | +8.5% | 0.03% | +3.3% |
| Q1 2023 | $3,131,566 | +323.9% | 59,422 | +12.4% | 0.03% | -18.9% |
| Q4 2022 | $738,833 | -68.7% | 52,848 | +4.2% | 0.04% | +37.0% |
| Q3 2022 | $2,360,000 | -1.6% | 50,735 | +1.5% | 0.03% | +28.6% |
| Q2 2022 | $2,399,000 | -0.4% | 49,990 | +24.5% | 0.02% | +16.7% |
| Q4 2021 | $2,409,000 | +41.5% | 40,154 | +35.7% | 0.02% | +63.6% |
| Q3 2021 | $1,702,000 | +21.2% | 29,580 | +23.0% | 0.01% | -8.3% |
| Q2 2021 | $1,404,000 | – | 24,055 | – | 0.01% | – |
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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% |