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 | $1,647,506 | -4.2% | 31,387 | +0.0% | 0.16% | 0.0% |
| Q2 2023 | $1,719,930 | +4.0% | 31,386 | +0.0% | 0.16% | -0.6% |
| Q1 2023 | $1,653,944 | -2.4% | 31,384 | -5.3% | 0.16% | -6.0% |
| Q4 2022 | $1,695,018 | +66.3% | 33,138 | +51.3% | 0.17% | +48.2% |
| Q3 2022 | $1,019,000 | -3.0% | 21,900 | +0.1% | 0.11% | +0.9% |
| Q2 2022 | $1,051,000 | -14.3% | 21,887 | +0.1% | 0.11% | -4.3% |
| Q1 2022 | $1,226,000 | -36.9% | 21,874 | -32.4% | 0.12% | -36.6% |
| Q4 2021 | $1,942,000 | +4.7% | 32,374 | +0.4% | 0.18% | -3.7% |
| Q3 2021 | $1,855,000 | -1.5% | 32,257 | +0.0% | 0.19% | -32.4% |
| Q2 2021 | $1,883,000 | – | 32,247 | – | 0.28% | – |
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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% |