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 | $1,618,290 | +29.9% | 30,830 | +35.6% | 1.07% | +32.1% |
| Q2 2023 | $1,246,011 | +3.7% | 22,737 | -0.2% | 0.81% | +3.7% |
| Q1 2023 | $1,201,161 | +35.2% | 22,792 | +31.2% | 0.78% | +30.4% |
| Q4 2022 | $888,271 | +43.0% | 17,366 | +30.2% | 0.60% | +32.0% |
| Q3 2022 | $621,000 | +155.6% | 13,340 | +163.6% | 0.45% | +166.5% |
| Q2 2022 | $243,000 | 0.0% | 5,061 | +16.8% | 0.17% | +13.3% |
| Q1 2022 | $243,000 | -6.5% | 4,333 | 0.0% | 0.15% | -1.3% |
| Q4 2021 | $260,000 | +34.7% | 4,333 | +29.0% | 0.15% | +29.9% |
| Q3 2021 | $193,000 | -1.5% | 3,358 | 0.0% | 0.12% | -5.6% |
| Q2 2021 | $196,000 | – | 3,358 | – | 0.12% | – |
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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% |