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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |