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 | $964,742 | -5.0% | 18,379 | -0.8% | 0.42% | -4.1% |
| Q2 2023 | $1,015,187 | -0.8% | 18,525 | -4.6% | 0.44% | -6.2% |
| Q1 2023 | $1,023,440 | +0.2% | 19,420 | -2.7% | 0.47% | -4.7% |
| Q4 2022 | $1,020,937 | +9.8% | 19,960 | -0.1% | 0.49% | +1.0% |
| Q3 2022 | $930,000 | +0.6% | 19,981 | +3.8% | 0.49% | +8.2% |
| Q2 2022 | $924,000 | -25.9% | 19,251 | -12.9% | 0.45% | -29.2% |
| Q1 2022 | $1,247,000 | +2.4% | 22,113 | +8.9% | 0.64% | +131.2% |
| Q4 2021 | $1,218,000 | -10.0% | 20,306 | -13.7% | 0.28% | -12.1% |
| Q3 2021 | $1,353,000 | +1.0% | 23,538 | -3.9% | 0.31% | -1.9% |
| Q2 2021 | $1,340,000 | – | 24,494 | – | 0.32% | – |
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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% |