DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 214 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $973,217 | +1.7% | 18,541 | +6.2% | 0.14% | +2.1% |
| Q2 2023 | $957,137 | +7.6% | 17,466 | +3.5% | 0.14% | 0.0% |
| Q1 2023 | $889,629 | +10.3% | 16,881 | +7.1% | 0.14% | +0.7% |
| Q4 2022 | $806,533 | +11.1% | 15,768 | +1.1% | 0.14% | 0.0% |
| Q3 2022 | $726,000 | +5.2% | 15,603 | +8.5% | 0.14% | +4.4% |
| Q2 2022 | $690,000 | +218.0% | 14,381 | +271.6% | 0.14% | +237.5% |
| Q1 2022 | $217,000 | -12.5% | 3,870 | -6.5% | 0.04% | -13.0% |
| Q4 2021 | $248,000 | +4.2% | 4,140 | 0.0% | 0.05% | -4.2% |
| Q3 2021 | $238,000 | +36.0% | 4,140 | +38.5% | 0.05% | +33.3% |
| Q2 2021 | $175,000 | – | 2,990 | – | 0.04% | – |
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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% |