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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $29,271,133 | +8.7% | 534,148 | +4.6% | 8.81% | -1.8% |
| Q1 2023 | $26,919,015 | +8.1% | 510,800 | +5.0% | 8.97% | -2.7% |
| Q4 2022 | $24,893,932 | +24.6% | 486,680 | +13.3% | 9.22% | -2.3% |
| Q3 2022 | $19,982,000 | +5.5% | 429,601 | +8.9% | 9.44% | -1.1% |
| Q2 2022 | $18,936,000 | +1.5% | 394,497 | +18.6% | 9.55% | -0.2% |
| Q1 2022 | $18,649,000 | +22.3% | 332,661 | +30.9% | 9.57% | +9.1% |
| Q4 2021 | $15,253,000 | +68.0% | 254,229 | +61.0% | 8.77% | +17.8% |
| Q3 2021 | $9,080,000 | +9.1% | 157,917 | +10.8% | 7.44% | +5.1% |
| Q2 2021 | $8,326,000 | – | 142,571 | – | 7.08% | – |
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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% |