DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 327 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |