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 | $2,060,885 | -8.5% | 39,262 | -1.8% | 0.57% | -3.5% |
| Q2 2023 | $2,251,420 | +7.7% | 39,976 | +0.8% | 0.59% | -3.3% |
| Q1 2023 | $2,090,881 | -0.7% | 39,675 | -3.6% | 0.61% | -9.6% |
| Q4 2022 | $2,105,636 | +8.8% | 41,166 | +2.2% | 0.68% | +2.9% |
| Q3 2022 | $1,935,000 | +0.5% | 40,279 | +0.4% | 0.66% | +7.2% |
| Q2 2022 | $1,925,000 | -23.8% | 40,108 | -10.9% | 0.61% | -10.8% |
| Q1 2022 | $2,525,000 | -3.5% | 45,032 | +3.2% | 0.69% | -3.9% |
| Q4 2021 | $2,617,000 | +9.0% | 43,628 | +4.5% | 0.72% | -0.4% |
| Q3 2021 | $2,400,000 | +1.7% | 41,739 | +3.2% | 0.72% | +11.5% |
| Q2 2021 | $2,361,000 | – | 40,426 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |