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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |