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 | $7,701,510 | +28.8% | 146,723 | +34.5% | 0.36% | +17.4% |
| Q2 2023 | $5,978,270 | +30.6% | 109,093 | +25.6% | 0.31% | +15.7% |
| Q1 2023 | $4,578,536 | +26.4% | 86,879 | +22.7% | 0.27% | +8.5% |
| Q4 2022 | $3,622,851 | +16.9% | 70,828 | +6.4% | 0.25% | +4.7% |
| Q3 2022 | $3,098,000 | +12.5% | 66,592 | +16.0% | 0.24% | +11.3% |
| Q2 2022 | $2,755,000 | +3.5% | 57,389 | +29.3% | 0.21% | +11.6% |
| Q4 2021 | $2,662,000 | +12.4% | 44,368 | +7.7% | 0.19% | +6.7% |
| Q3 2021 | $2,369,000 | -0.9% | 41,206 | +0.7% | 0.18% | -5.8% |
| Q2 2021 | $2,390,000 | – | 40,918 | – | 0.19% | – |
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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% |