DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 214 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,206,549 | -5.7% | 156,345 | -1.6% | 0.02% | -4.3% |
| Q2 2023 | $8,706,350 | +4.7% | 158,875 | +0.7% | 0.02% | +9.5% |
| Q1 2023 | $8,312,002 | +103891.0% | 157,723 | +0.9% | 0.02% | 0.0% |
| Q4 2022 | $7,993 | -99.6% | 156,269 | +254.9% | 0.02% | +250.0% |
| Q3 2022 | $2,048,000 | -3.4% | 44,032 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $2,120,000 | -10.1% | 44,169 | +5.0% | 0.01% | 0.0% |
| Q1 2022 | $2,359,000 | +0.6% | 42,080 | +7.7% | 0.01% | +20.0% |
| Q4 2021 | $2,345,000 | -5.5% | 39,085 | -9.4% | 0.01% | -16.7% |
| Q3 2021 | $2,481,000 | +3.3% | 43,142 | +4.9% | 0.01% | 0.0% |
| Q2 2021 | $2,401,000 | – | 41,118 | – | 0.01% | – |
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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% |