CGN Advisors LLC - DIMENSIONAL ETF TRUST ownership

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
CGN Advisors LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
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$281,0004,8170.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Index Fund Advisors, Inc. 6,758,308$354,743,56523.56%
DIXON FNANCIAL SERVICES, INC. 598,046$31,391,42921.19%
Heritage Wealth Management, Inc./Texas 290,583$15,252,81313.85%
TCI Wealth Advisors, Inc. 2,049,675$107,587,44013.73%
Disciplined Equity Management, Inc. 270,248$14,185,31811.86%
RESOURCE CONSULTING GROUP INC 1,134,357$59,542,41411.56%
Stordahl Capital Management, Inc. 633,940$33,275,51610.06%
ML & R WEALTH MANAGEMENT LLC 723,715$37,987,7759.92%
Financial Connections Group, Inc. 149,943$7,8709.71%
Moisand Fitzgerald Tamayo, LLC 795,559$41,758,9018.81%
View complete list of DIMENSIONAL ETF TRUST shareholders