DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 214 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,314,127 | -4.5% | 44,087 | -0.3% | 0.99% | +3.2% |
| Q2 2023 | $2,423,640 | -1.3% | 44,227 | -5.0% | 0.96% | -6.9% |
| Q1 2023 | $2,454,608 | +3.0% | 46,577 | 0.0% | 1.03% | -4.4% |
| Q4 2022 | $2,382,414 | +4.9% | 46,577 | -4.6% | 1.08% | -5.2% |
| Q3 2022 | $2,272,000 | -3.1% | 48,844 | 0.0% | 1.14% | +2.3% |
| Q2 2022 | $2,345,000 | -14.4% | 48,844 | 0.0% | 1.11% | -5.3% |
| Q1 2022 | $2,738,000 | +15.1% | 48,844 | +23.2% | 1.17% | -5.0% |
| Q4 2021 | $2,378,000 | +4.3% | 39,632 | 0.0% | 1.24% | -3.9% |
| Q3 2021 | $2,279,000 | -1.6% | 39,632 | 0.0% | 1.29% | +1.3% |
| Q2 2021 | $2,315,000 | – | 39,632 | – | 1.27% | – |
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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% |