DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,845,708 | -4.2% | 35,163 | +0.0% | 0.23% | -4.1% |
| Q2 2023 | $1,926,728 | +7.4% | 35,159 | +3.3% | 0.24% | +2.1% |
| Q1 2023 | $1,793,889 | -9.8% | 34,040 | -12.5% | 0.24% | -3.2% |
| Q4 2022 | $1,989,139 | +6.8% | 38,889 | -2.9% | 0.25% | -15.7% |
| Q3 2022 | $1,863,000 | -8.6% | 40,066 | -5.6% | 0.29% | -6.7% |
| Q2 2022 | $2,038,000 | -24.0% | 42,462 | -11.3% | 0.31% | -6.3% |
| Q1 2022 | $2,683,000 | -6.5% | 47,855 | +0.0% | 0.34% | -0.3% |
| Q4 2021 | $2,871,000 | -3.6% | 47,852 | -7.6% | 0.34% | -7.4% |
| Q3 2021 | $2,978,000 | -28.5% | 51,788 | -27.3% | 0.36% | -33.4% |
| Q2 2021 | $4,163,000 | – | 71,278 | – | 0.54% | – |
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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% |