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 | $5,522,222 | -2.3% | 105,205 | +2.0% | 1.99% | -1.5% |
| Q2 2023 | $5,652,260 | +3.7% | 103,143 | -0.3% | 2.02% | -0.2% |
| Q1 2023 | $5,451,817 | +2.9% | 103,450 | -0.1% | 2.03% | -5.4% |
| Q4 2022 | $5,296,047 | -1.3% | 103,540 | -10.2% | 2.14% | -8.3% |
| Q3 2022 | $5,364,000 | +0.7% | 115,306 | +3.9% | 2.34% | +2.4% |
| Q2 2022 | $5,329,000 | -18.7% | 111,012 | +1.6% | 2.28% | -17.6% |
| Q4 2021 | $6,557,000 | +12.7% | 109,299 | +8.0% | 2.77% | -0.1% |
| Q3 2021 | $5,819,000 | -2.0% | 101,204 | -0.4% | 2.77% | -14.2% |
| Q2 2021 | $5,935,000 | – | 101,634 | – | 3.23% | – |
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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% |