DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 328 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,103,228 | +3.3% | 301,319 | +7.2% | 2.77% | -6.7% |
| Q1 2024 | $17,516,988 | +2.8% | 280,991 | -1.7% | 2.97% | -5.2% |
| Q4 2023 | $17,048,087 | +14.9% | 285,946 | +1.2% | 3.13% | +2.0% |
| Q3 2023 | $14,832,251 | -5.0% | 282,573 | -0.8% | 3.07% | -2.1% |
| Q2 2023 | $15,613,347 | +3.2% | 284,915 | -0.8% | 3.14% | -8.2% |
| Q1 2023 | $15,135,190 | +1.8% | 287,195 | -1.2% | 3.42% | -3.8% |
| Q4 2022 | $14,869,463 | +7.4% | 290,703 | -2.3% | 3.55% | -5.7% |
| Q3 2022 | $13,841,000 | -4.3% | 297,528 | -1.3% | 3.77% | -8.1% |
| Q2 2022 | $14,468,000 | -13.3% | 301,415 | +1.2% | 4.10% | -4.3% |
| Q1 2022 | $16,689,000 | -5.2% | 297,705 | +1.5% | 4.29% | -14.9% |
| Q4 2021 | $17,600,000 | – | 293,375 | – | 5.04% | – |
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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% |