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 | $532,433 | -30.1% | 10,143 | -27.0% | 0.04% | -28.0% |
Q2 2023 | $761,880 | +2.6% | 13,902 | -1.3% | 0.05% | -2.0% |
Q1 2023 | $742,523 | +1.6% | 14,089 | -1.4% | 0.05% | -7.3% |
Q4 2022 | $730,906 | +9.6% | 14,289 | -0.4% | 0.06% | 0.0% |
Q3 2022 | $667,000 | -3.8% | 14,348 | -0.6% | 0.06% | -21.4% |
Q2 2022 | $693,000 | -19.9% | 14,438 | -6.4% | 0.07% | -6.7% |
Q1 2022 | $865,000 | -7.4% | 15,430 | -1.0% | 0.08% | -2.6% |
Q4 2021 | $934,000 | – | 15,582 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |