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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,867,629 | -12.3% | 111,786 | -8.4% | 0.42% | -11.5% |
| Q2 2023 | $6,687,439 | -10.7% | 122,034 | -14.1% | 0.48% | -11.3% |
| Q1 2023 | $7,487,425 | -1.4% | 142,076 | -4.3% | 0.54% | -4.9% |
| Q4 2022 | $7,590,190 | +21.9% | 148,391 | +10.9% | 0.57% | +10.1% |
| Q3 2022 | $6,225,000 | +16.6% | 133,819 | +20.3% | 0.51% | +18.7% |
| Q2 2022 | $5,337,000 | +92.2% | 111,198 | +140.2% | 0.43% | +147.4% |
| Q4 2021 | $2,777,000 | +67.0% | 46,295 | +60.1% | 0.18% | +56.2% |
| Q3 2021 | $1,663,000 | +25.9% | 28,918 | +27.9% | 0.11% | +27.3% |
| Q2 2021 | $1,321,000 | – | 22,616 | – | 0.09% | – |
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% |