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 | $4,824,041 | +7.1% | 91,904 | +11.9% | 0.04% | +10.5% |
| Q2 2023 | $4,502,642 | +4.6% | 82,165 | +0.6% | 0.04% | 0.0% |
| Q1 2023 | $4,305,116 | +1.3% | 81,691 | -1.7% | 0.04% | -2.6% |
| Q4 2022 | $4,251,639 | +19.4% | 83,121 | +8.6% | 0.04% | -45.1% |
| Q3 2022 | $3,562,000 | +4.0% | 76,569 | +7.3% | 0.07% | +31.5% |
| Q2 2022 | $3,425,000 | -15.3% | 71,354 | -1.1% | 0.05% | -6.9% |
| Q1 2022 | $4,044,000 | -4.9% | 72,131 | +1.8% | 0.06% | -4.9% |
| Q4 2021 | $4,253,000 | +13.4% | 70,887 | +8.7% | 0.06% | +1.7% |
| Q3 2021 | $3,749,000 | -2.3% | 65,201 | -0.8% | 0.06% | -3.2% |
| Q2 2021 | $3,839,000 | – | 65,728 | – | 0.06% | – |
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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% |