DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,527 | -4.2% | 13,422 | 0.0% | 0.22% | -1.8% |
| Q2 2023 | $735,532 | +7.5% | 13,422 | 0.0% | 0.22% | -1.8% |
| Q1 2023 | $684,259 | -3.8% | 13,422 | -3.5% | 0.23% | -10.7% |
| Q4 2022 | $711,144 | -20.6% | 13,903 | -27.8% | 0.25% | -46.6% |
| Q3 2022 | $895,266 | -5.3% | 19,245 | -2.3% | 0.47% | -3.5% |
| Q2 2022 | $945,444 | -17.6% | 19,697 | -3.8% | 0.49% | -3.7% |
| Q1 2022 | $1,147,871 | -54.3% | 20,476 | -51.1% | 0.51% | -42.6% |
| Q4 2021 | $2,514,388 | +2.9% | 41,913 | -1.4% | 0.89% | -1.3% |
| Q3 2021 | $2,444,106 | -2.3% | 42,506 | -0.8% | 0.90% | -8.2% |
| Q2 2021 | $2,502,732 | – | 42,855 | – | 0.98% | – |
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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% |