DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,487 | -4.7% | 14,583 | -0.5% | 0.48% | -5.0% |
| Q2 2023 | $803,345 | +4.0% | 14,660 | +0.0% | 0.50% | -4.9% |
| Q1 2023 | $772,459 | +1.9% | 14,658 | -1.1% | 0.53% | -6.1% |
| Q4 2022 | $758,320 | +9.9% | 14,825 | +0.0% | 0.56% | +1.8% |
| Q3 2022 | $690,000 | -14.0% | 14,823 | -11.3% | 0.55% | -9.5% |
| Q2 2022 | $802,000 | -20.0% | 16,712 | +0.0% | 0.61% | -7.7% |
| Q4 2021 | $1,002,000 | +2.5% | 16,709 | -1.8% | 0.66% | -1.2% |
| Q3 2021 | $978,000 | -6.1% | 17,007 | -4.6% | 0.67% | -8.4% |
| Q2 2021 | $1,041,000 | – | 17,822 | – | 0.73% | – |
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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% |