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 | $2,138,214 | -3.6% | 40,736 | +0.7% | 1.11% | -2.1% |
| Q2 2023 | $2,217,011 | +11.1% | 40,456 | +6.8% | 1.14% | -1.1% |
| Q1 2023 | $1,996,125 | +20.4% | 37,877 | +16.9% | 1.15% | +12.9% |
| Q4 2022 | $1,657,378 | +20.4% | 32,402 | +9.4% | 1.02% | +6.4% |
| Q3 2022 | $1,377,000 | -3.1% | 29,605 | +0.0% | 0.96% | -1.0% |
| Q2 2022 | $1,421,000 | -14.3% | 29,604 | +0.0% | 0.97% | -4.2% |
| Q1 2022 | $1,659,000 | -0.1% | 29,603 | +0.0% | 1.01% | -5.2% |
| Q4 2021 | $1,661,000 | – | 29,602 | – | 1.06% | – |
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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% |