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 | $9,022,754 | -3.8% | 171,895 | +0.5% | 4.05% | -0.9% |
| Q2 2023 | $9,375,384 | +6.4% | 171,084 | +2.3% | 4.08% | +8.6% |
| Q1 2023 | $8,811,581 | +0.3% | 167,203 | -2.7% | 3.76% | +16.7% |
| Q4 2022 | $8,787,195 | +11.3% | 171,793 | +1.3% | 3.22% | -11.7% |
| Q3 2022 | $7,892,000 | -1.2% | 169,653 | +1.9% | 3.65% | -3.2% |
| Q2 2022 | $7,990,000 | -12.6% | 166,459 | +2.1% | 3.77% | -3.8% |
| Q1 2022 | $9,141,000 | -1.1% | 163,071 | +5.9% | 3.92% | +14.0% |
| Q4 2021 | $9,239,000 | – | 154,017 | – | 3.44% | – |
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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% |