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 | $80,940 | -4.2% | 1,542 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $84,502 | -6.4% | 1,542 | -10.0% | 0.00% | 0.0% |
Q1 2023 | $90,276 | +3.0% | 1,713 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $87,620 | -54.6% | 1,713 | -58.7% | 0.00% | -60.0% |
Q3 2022 | $193,000 | +2.7% | 4,148 | +5.9% | 0.01% | 0.0% |
Q2 2022 | $188,000 | -53.5% | 3,917 | -45.6% | 0.01% | -44.4% |
Q1 2022 | $404,000 | +119.6% | 7,198 | +134.8% | 0.01% | +125.0% |
Q4 2021 | $184,000 | -50.9% | 3,065 | -53.1% | 0.00% | -55.6% |
Q3 2021 | $375,000 | – | 6,530 | – | 0.01% | – |
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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% |