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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,407,531 | +12.4% | 241,656 | -1.1% | 2.00% | +15.6% |
| Q3 2023 | $12,823,622 | -2.7% | 244,306 | +1.5% | 1.73% | -8.7% |
| Q2 2023 | $13,184,222 | +17.0% | 240,588 | +12.5% | 1.89% | +6.5% |
| Q1 2023 | $11,266,206 | +14.4% | 213,780 | +11.0% | 1.78% | +2.4% |
| Q4 2022 | $9,848,830 | +75.4% | 192,548 | +59.5% | 1.73% | +23.1% |
| Q3 2022 | $5,614,000 | +27.0% | 120,689 | +31.0% | 1.41% | +13.0% |
| Q2 2022 | $4,421,000 | +33.0% | 92,094 | +55.3% | 1.25% | +50.3% |
| Q1 2022 | $3,325,000 | +41.8% | 59,305 | +51.7% | 0.83% | +35.9% |
| Q4 2021 | $2,345,000 | +12.6% | 39,088 | +7.9% | 0.61% | -10.4% |
| Q3 2021 | $2,083,000 | +641.3% | 36,218 | +651.9% | 0.68% | +665.2% |
| Q2 2021 | $281,000 | – | 4,817 | – | 0.09% | – |
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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% |