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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,314 | +18.0% | 78,724 | +13.4% | 13.90% | +7.4% |
| Q1 2023 | $3,657 | +13.0% | 69,401 | +10.1% | 12.94% | +9.5% |
| Q4 2022 | $3,237 | -99.9% | 63,027 | -0.8% | 11.82% | -6.6% |
| Q3 2022 | $2,955,000 | -3.9% | 63,531 | -0.9% | 12.66% | -2.0% |
| Q2 2022 | $3,076,000 | -15.1% | 64,088 | -0.8% | 12.92% | -13.9% |
| Q1 2022 | $3,621,000 | -8.5% | 64,592 | -2.1% | 15.00% | -10.6% |
| Q4 2021 | $3,958,000 | +13.5% | 65,980 | +8.8% | 16.78% | -0.6% |
| Q3 2021 | $3,487,000 | +14.5% | 60,642 | +16.3% | 16.88% | -7.9% |
| Q2 2021 | $3,046,000 | – | 52,152 | – | 18.32% | – |
Download | ||||||
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% |