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 | $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 ↓ |
|---|---|---|---|
| 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% |