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 | $1,845,998 | +22.3% | 35,168 | +27.6% | 0.09% | +19.0% |
| Q2 2023 | $1,509,873 | +314.6% | 27,552 | +298.7% | 0.08% | +276.2% |
| Q1 2023 | $364,169 | +7.9% | 6,910 | +4.7% | 0.02% | 0.0% |
| Q4 2022 | $337,588 | +14.8% | 6,600 | +4.6% | 0.02% | -4.5% |
| Q3 2022 | $294,000 | +24.1% | 6,312 | +27.7% | 0.02% | +4.8% |
| Q2 2022 | $237,000 | -19.7% | 4,942 | +0.4% | 0.02% | -4.5% |
| Q4 2021 | $295,000 | +6.9% | 4,923 | +2.5% | 0.02% | 0.0% |
| Q3 2021 | $276,000 | -1.4% | 4,802 | +0.2% | 0.02% | +22.2% |
| Q2 2021 | $280,000 | – | 4,792 | – | 0.02% | – |
Download | ||||||
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% |