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 ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |