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 | $331,947 | -5.9% | 6,324 | -1.7% | 0.06% | -11.3% |
| Q2 2023 | $352,583 | +9.1% | 6,434 | +4.9% | 0.07% | -1.4% |
| Q1 2023 | $323,262 | +11.2% | 6,134 | +7.9% | 0.07% | +7.5% |
| Q4 2022 | $290,737 | +8.1% | 5,684 | -1.6% | 0.07% | -6.9% |
| Q3 2022 | $269,000 | -4.3% | 5,775 | -1.3% | 0.07% | -7.7% |
| Q2 2022 | $281,000 | -16.6% | 5,852 | -2.5% | 0.08% | -3.7% |
| Q1 2022 | $337,000 | -36.2% | 6,003 | -31.8% | 0.08% | -36.2% |
| Q4 2021 | $528,000 | +38.6% | 8,802 | +33.0% | 0.13% | +21.0% |
| Q3 2021 | $381,000 | -1.6% | 6,619 | 0.0% | 0.10% | -28.1% |
| Q2 2021 | $387,000 | – | 6,619 | – | 0.15% | – |
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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% |