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 | $836 | -1.4% | 15,942 | +3.0% | 0.37% | -7.2% |
| Q2 2023 | $848 | +5.2% | 15,481 | +1.2% | 0.40% | +4.7% |
| Q1 2023 | $806 | +6.1% | 15,296 | +2.9% | 0.38% | +4.6% |
| Q4 2022 | $760 | -99.9% | 14,858 | -5.0% | 0.37% | -1.3% |
| Q3 2022 | $727,000 | -0.3% | 15,635 | +2.9% | 0.37% | +1.9% |
| Q2 2022 | $729,000 | -10.6% | 15,196 | +4.5% | 0.36% | +4.9% |
| Q1 2022 | $815,000 | -3.8% | 14,537 | +2.9% | 0.35% | +0.9% |
| Q4 2021 | $847,000 | -1.2% | 14,124 | -5.3% | 0.34% | -7.0% |
| Q3 2021 | $857,000 | -5.4% | 14,910 | -3.9% | 0.37% | -24.6% |
| Q2 2021 | $906,000 | – | 15,515 | – | 0.49% | – |
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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% |