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 | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |