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 | $32,074,093 | +0.4% | 611,052 | +4.8% | 3.09% | -1.9% |
| Q2 2023 | $31,958,738 | +11.3% | 583,189 | +7.1% | 3.15% | +0.2% |
| Q1 2023 | $28,702,389 | +10.6% | 544,637 | +7.3% | 3.15% | +0.6% |
| Q4 2022 | $25,958,187 | +6.8% | 507,491 | +4.1% | 3.13% | +1.8% |
| Q3 2022 | $24,304,000 | +7.7% | 487,650 | +3.9% | 3.07% | -4.1% |
| Q2 2022 | $22,571,000 | -16.0% | 469,341 | -2.1% | 3.20% | -19.0% |
| Q1 2022 | $26,864,000 | +1.4% | 479,208 | +8.5% | 3.95% | -9.1% |
| Q4 2021 | $26,491,000 | +9.4% | 441,590 | +4.8% | 4.34% | -0.5% |
| Q3 2021 | $24,218,000 | +2.0% | 421,174 | +3.6% | 4.37% | -20.5% |
| Q2 2021 | $23,744,000 | – | 406,567 | – | 5.50% | – |
Download | ||||||
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% |