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 | $31,825 | +1.3% | 606,312 | +5.7% | 0.07% | +3.1% |
| Q2 2023 | $31,427 | +13.3% | 573,480 | +8.9% | 0.06% | +10.3% |
| Q1 2023 | $27,746 | +18.7% | 526,502 | +15.2% | 0.06% | +3.6% |
| Q4 2022 | $23,369 | -99.9% | 456,885 | +23.4% | 0.06% | +27.3% |
| Q3 2022 | $17,230,000 | -13.8% | 370,387 | -11.0% | 0.04% | -15.4% |
| Q2 2022 | $19,977,000 | -8.3% | 416,187 | +7.1% | 0.05% | +4.0% |
| Q1 2022 | $21,781,000 | +1.0% | 388,536 | +8.1% | 0.05% | +2.0% |
| Q4 2021 | $21,564,000 | +21.4% | 359,475 | +16.4% | 0.05% | +8.9% |
| Q3 2021 | $17,762,000 | +6.9% | 308,914 | +8.6% | 0.04% | +7.1% |
| Q2 2021 | $16,609,000 | – | 284,403 | – | 0.04% | – |
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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% |