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 | $2,915,032 | +19.3% | 55,535 | +24.5% | 0.03% | +20.8% |
| Q2 2023 | $2,443,532 | +40.2% | 44,590 | +34.8% | 0.02% | +26.3% |
| Q1 2023 | $1,743,353 | -26.7% | 33,081 | -28.9% | 0.02% | -9.5% |
| Q4 2022 | $2,378,322 | -99.9% | 46,497 | -63.5% | 0.02% | -34.4% |
| Q3 2022 | $2,966,964,000 | +180482.1% | 127,424 | +272.3% | 0.03% | +88.2% |
| Q2 2022 | $1,643,000 | -4.6% | 34,222 | +11.4% | 0.02% | -5.6% |
| Q1 2022 | $1,723,000 | -0.9% | 30,731 | +6.0% | 0.02% | 0.0% |
| Q4 2021 | $1,739,000 | +6.1% | 28,985 | +1.7% | 0.02% | +12.5% |
| Q3 2021 | $1,639,000 | -23.3% | 28,507 | -22.1% | 0.02% | -33.3% |
| Q2 2021 | $2,136,000 | – | 36,576 | – | 0.02% | – |
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% |