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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,837,337 | -5.5% | 530,336 | -1.3% | 1.70% | -3.7% |
| Q2 2023 | $29,449,963 | +2.5% | 537,408 | -1.5% | 1.77% | -2.9% |
| Q1 2023 | $28,745,061 | +1.8% | 545,447 | -1.2% | 1.82% | -13.8% |
| Q4 2022 | $28,238,487 | +6.0% | 552,072 | -3.6% | 2.11% | -3.4% |
| Q3 2022 | $26,629,000 | -6.0% | 572,414 | -3.0% | 2.18% | +8.3% |
| Q2 2022 | $28,336,000 | -14.9% | 590,333 | -0.6% | 2.02% | -26.3% |
| Q1 2022 | $33,300,000 | -8.0% | 594,006 | -1.6% | 2.74% | -13.0% |
| Q4 2021 | $36,215,000 | +1.5% | 603,688 | -2.7% | 3.15% | -9.8% |
| Q3 2021 | $35,675,000 | -3.1% | 620,427 | -1.6% | 3.49% | -17.6% |
| Q2 2021 | $36,825,000 | – | 630,561 | – | 4.24% | – |
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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% |