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