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 | $44,602,283 | -1.3% | 849,729 | +3.1% | 4.11% | -0.3% |
| Q2 2023 | $45,174,134 | +5.6% | 824,346 | +1.5% | 4.12% | -2.7% |
| Q1 2023 | $42,783,926 | +4.6% | 811,839 | +1.5% | 4.23% | -3.8% |
| Q4 2022 | $40,896,767 | +20.1% | 799,546 | +9.2% | 4.40% | +10.0% |
| Q3 2022 | $34,066,000 | -3.8% | 732,289 | -0.8% | 4.00% | +2.6% |
| Q2 2022 | $35,429,000 | -9.5% | 738,109 | +5.7% | 3.90% | +2.4% |
| Q1 2022 | $39,149,000 | -5.0% | 698,344 | +1.6% | 3.80% | +3.7% |
| Q4 2021 | $41,231,000 | +4.8% | 687,303 | +1.6% | 3.67% | -9.2% |
| Q3 2021 | $39,340,000 | +0.5% | 676,405 | +0.9% | 4.04% | -0.8% |
| Q2 2021 | $39,162,000 | – | 670,590 | – | 4.07% | – |
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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% |