DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 327 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,570,830 | -5.6% | 68,029 | -1.5% | 3.36% | -1.2% |
| Q2 2023 | $3,783,121 | +3.7% | 69,035 | -0.2% | 3.40% | +4.5% |
| Q1 2023 | $3,647,117 | -0.1% | 69,205 | -3.0% | 3.25% | -2.1% |
| Q4 2022 | $3,649,438 | +10.1% | 71,348 | +0.2% | 3.32% | -1.0% |
| Q3 2022 | $3,314,000 | -3.0% | 71,236 | +0.1% | 3.36% | +2.3% |
| Q2 2022 | $3,416,000 | -11.1% | 71,158 | +3.9% | 3.28% | -17.8% |
| Q1 2022 | $3,841,000 | -6.4% | 68,517 | +0.1% | 3.99% | -10.5% |
| Q4 2021 | $4,105,000 | – | 68,425 | – | 4.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |