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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $61,245,104 | +34.6% | 1,027,258 | +18.5% | 2.11% | +13.5% |
| Q3 2023 | $45,517,263 | +30.8% | 867,161 | +36.6% | 1.86% | +26.2% |
| Q2 2023 | $34,787,685 | +30.5% | 634,812 | +25.5% | 1.48% | +19.4% |
| Q1 2023 | $26,657,786 | +27.3% | 505,840 | +23.6% | 1.24% | +14.2% |
| Q4 2022 | $20,939,072 | +29.2% | 409,366 | +17.5% | 1.08% | +14.6% |
| Q3 2022 | $16,211,000 | +30.7% | 348,464 | +34.9% | 0.94% | +22.8% |
| Q2 2022 | $12,403,000 | -4.5% | 258,401 | +11.6% | 0.77% | +29.3% |
| Q1 2022 | $12,982,000 | -1.8% | 231,567 | +5.1% | 0.59% | -9.3% |
| Q4 2021 | $13,223,000 | +12.7% | 220,421 | +8.0% | 0.66% | -27.6% |
| Q3 2021 | $11,738,000 | +14.9% | 204,147 | +16.7% | 0.90% | +8.9% |
| Q2 2021 | $10,219,000 | – | 174,980 | – | 0.83% | – |
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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% |