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 ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |