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 | $7,113,384 | +7.8% | 135,519 | +12.5% | 2.05% | +9.3% |
| Q2 2023 | $6,599,158 | +30.4% | 120,423 | +25.4% | 1.88% | +22.5% |
| Q1 2023 | $5,060,377 | +42.9% | 96,022 | +38.7% | 1.54% | +33.7% |
| Q4 2022 | $3,541,890 | +52.9% | 69,245 | +39.0% | 1.15% | +34.9% |
| Q3 2022 | $2,317,000 | +46.6% | 49,803 | +51.2% | 0.85% | +48.3% |
| Q2 2022 | $1,581,000 | +7.0% | 32,929 | +24.9% | 0.57% | +19.3% |
| Q1 2022 | $1,478,000 | +28.0% | 26,364 | +37.0% | 0.48% | +34.0% |
| Q4 2021 | $1,155,000 | +51.2% | 19,248 | +45.0% | 0.36% | +41.3% |
| Q3 2021 | $764,000 | +17.2% | 13,279 | +19.0% | 0.25% | +16.0% |
| Q2 2021 | $652,000 | – | 11,157 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
| Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
| DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
| Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
| TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
| M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
| Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
| ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
| Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
| Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |