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 | $14,185,318 | -4.5% | 270,248 | -0.3% | 11.86% | -2.0% |
| Q2 2023 | $14,859,897 | +4.6% | 271,166 | +0.6% | 12.11% | +0.6% |
| Q1 2023 | $14,209,291 | +103172.7% | 269,626 | +0.2% | 12.03% | -1.2% |
| Q4 2022 | $13,759 | -99.9% | 269,002 | -1.4% | 12.17% | -2.8% |
| Q3 2022 | $12,692,000 | -0.6% | 272,835 | +2.6% | 12.52% | +8.1% |
| Q2 2022 | $12,769,000 | -11.2% | 266,025 | +3.7% | 11.59% | -19.6% |
| Q1 2022 | $14,382,000 | -3.9% | 256,541 | +2.8% | 14.41% | -0.2% |
| Q4 2021 | $14,966,000 | – | 249,470 | – | 14.45% | – |
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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% |