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 | $5,316 | -4.6% | 101,280 | -0.4% | 4.03% | -2.1% |
| Q2 2023 | $5,573 | +2.3% | 101,711 | -1.6% | 4.12% | -2.5% |
| Q1 2023 | $5,446 | +1.9% | 103,336 | -1.3% | 4.22% | -5.3% |
| Q4 2022 | $5,344 | -99.9% | 104,691 | -2.6% | 4.46% | +3.1% |
| Q3 2022 | $4,999,000 | -1.4% | 107,475 | +1.8% | 4.32% | +5.1% |
| Q2 2022 | $5,069,000 | -13.3% | 105,603 | +1.3% | 4.11% | -2.0% |
| Q1 2022 | $5,844,000 | -5.2% | 104,246 | +1.9% | 4.20% | +1.5% |
| Q4 2021 | $6,165,000 | +4.5% | 102,337 | -0.2% | 4.13% | -0.7% |
| Q3 2021 | $5,898,000 | +2.5% | 102,591 | +4.2% | 4.16% | +7.6% |
| Q2 2021 | $5,752,000 | – | 98,496 | – | 3.87% | – |
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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% |