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 | $107,587,440 | -0.9% | 2,049,675 | +3.5% | 13.73% | -0.9% |
| Q2 2023 | $108,521,561 | +8.1% | 1,980,320 | +3.9% | 13.86% | +6.3% |
| Q1 2023 | $100,428,742 | +7.3% | 1,905,669 | +4.2% | 13.03% | +0.6% |
| Q4 2022 | $93,577,597 | +14.2% | 1,829,474 | +3.8% | 12.95% | -2.3% |
| Q3 2022 | $81,974,000 | -2.1% | 1,762,116 | +1.1% | 13.26% | +3.6% |
| Q2 2022 | $83,694,000 | -16.4% | 1,743,631 | -2.4% | 12.81% | -14.7% |
| Q1 2022 | $100,158,000 | -4.8% | 1,786,609 | +1.9% | 15.01% | -3.5% |
| Q4 2021 | $105,230,000 | +8.1% | 1,754,125 | +3.6% | 15.56% | +4.7% |
| Q3 2021 | $97,378,000 | +1.3% | 1,693,524 | +2.9% | 14.86% | -8.6% |
| Q2 2021 | $96,122,000 | – | 1,645,924 | – | 16.25% | – |
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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% |