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 | $4,860,322 | -4.3% | 92,595 | -0.0% | 0.81% | -11.7% |
| Q2 2023 | $5,076,409 | -3.5% | 92,635 | -7.2% | 0.92% | -11.5% |
| Q1 2023 | $5,258,364 | +2.5% | 99,779 | -0.5% | 1.03% | -16.7% |
| Q4 2022 | $5,128,821 | +7.4% | 100,270 | -2.4% | 1.24% | -9.8% |
| Q3 2022 | $4,777,195 | -4.5% | 102,691 | -1.5% | 1.38% | -1.4% |
| Q2 2022 | $5,002,762 | -18.5% | 104,224 | -4.8% | 1.40% | -30.6% |
| Q1 2022 | $6,140,319 | -6.6% | 109,531 | -0.1% | 2.01% | -47.7% |
| Q4 2021 | $6,577,676 | +2.4% | 109,646 | -1.8% | 3.84% | -7.4% |
| Q3 2021 | $6,422,463 | -2.6% | 111,695 | -1.1% | 4.15% | -23.9% |
| Q2 2021 | $6,593,195 | – | 112,897 | – | 5.45% | – |
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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% |