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% | – |
Download | ||||||
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% |