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 | $446,769 | -9.1% | 8,512 | -5.1% | 0.56% | +2.7% |
Q2 2023 | $491,694 | -4.4% | 8,972 | -8.1% | 0.55% | +7.6% |
Q1 2023 | $514,377 | +2.4% | 9,760 | -0.6% | 0.51% | -15.0% |
Q4 2022 | $502,217 | -22.3% | 9,818 | -29.3% | 0.60% | -38.0% |
Q3 2022 | $646,000 | -12.1% | 13,880 | -9.4% | 0.97% | +1.6% |
Q2 2022 | $735,000 | -43.6% | 15,318 | -34.1% | 0.95% | -13.1% |
Q1 2022 | $1,303,000 | -46.3% | 23,250 | -42.6% | 1.10% | -44.3% |
Q4 2021 | $2,428,000 | – | 40,471 | – | 1.97% | – |
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% |