Cresset Asset Management, LLC - DIMENSIONAL ETF TRUST ownership

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
Cresset Asset Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,920,516
-10.0%
36,588
-6.1%
0.01%
+133.3%
Q2 2023$2,134,225
-6.8%
38,946
-10.4%
0.00%
-93.5%
Q1 2023$2,290,616
-1.5%
43,465
-6.0%
0.05%
+58.6%
Q4 2022$2,326,122
+6.8%
46,240
-1.2%
0.03%
+3.6%
Q3 2022$2,178,000
-3.1%
46,813
+0.0%
0.03%0.0%
Q2 2022$2,247,000
+91.6%
46,801
+123.6%
0.03%
+133.3%
Q1 2022$1,173,000
-8.2%
20,935
-1.7%
0.01%0.0%
Q4 2021$1,278,000
+12.1%
21,298
+7.4%
0.01%
-20.0%
Q3 2021$1,140,00019,8290.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Index Fund Advisors, Inc. 6,758,308$354,743,56523.56%
DIXON FNANCIAL SERVICES, INC. 598,046$31,391,42921.19%
Heritage Wealth Management, Inc./Texas 290,583$15,252,81313.85%
TCI Wealth Advisors, Inc. 2,049,675$107,587,44013.73%
Disciplined Equity Management, Inc. 270,248$14,185,31811.86%
RESOURCE CONSULTING GROUP INC 1,134,357$59,542,41411.56%
Stordahl Capital Management, Inc. 633,940$33,275,51610.06%
ML & R WEALTH MANAGEMENT LLC 723,715$37,987,7759.92%
Financial Connections Group, Inc. 149,943$7,8709.71%
Moisand Fitzgerald Tamayo, LLC 795,559$41,758,9018.81%
View complete list of DIMENSIONAL ETF TRUST shareholders