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 | $613,871 | -6.6% | 11,695 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $657,052 | -20.7% | 11,990 | -23.7% | 0.00% | -25.0% |
| Q1 2023 | $828,444 | +37.6% | 15,720 | +33.5% | 0.00% | +33.3% |
| Q4 2022 | $602,240 | +30.1% | 11,774 | +18.3% | 0.00% | +50.0% |
| Q3 2022 | $463,000 | +20.6% | 9,955 | +24.4% | 0.00% | 0.0% |
| Q2 2022 | $384,000 | +7.6% | 8,004 | +34.4% | 0.00% | 0.0% |
| Q4 2021 | $357,000 | – | 5,954 | – | 0.00% | – |
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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% |