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 | $319,700 | +0.8% | 6,091 | +5.3% | 0.02% | +4.8% |
| Q2 2023 | $317,103 | +7.8% | 5,787 | +3.7% | 0.02% | 0.0% |
| Q1 2023 | $294,226 | -1.7% | 5,583 | -4.6% | 0.02% | -8.7% |
| Q4 2022 | $299,279 | +10.0% | 5,851 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $272,000 | +5.8% | 5,848 | +9.4% | 0.02% | +4.5% |
| Q2 2022 | $257,000 | -11.7% | 5,345 | +0.0% | 0.02% | +4.8% |
| Q1 2022 | $291,000 | +7.0% | 5,343 | +17.6% | 0.02% | +10.5% |
| Q4 2021 | $272,000 | +4.2% | 4,542 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $261,000 | +20.8% | 4,542 | +22.7% | 0.02% | +17.6% |
| Q2 2021 | $216,000 | – | 3,701 | – | 0.02% | – |
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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% |