DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,522,270 | -9.2% | 48,053 | -5.2% | 1.02% | -0.2% |
| Q2 2023 | $2,776,451 | +1.5% | 50,675 | -2.3% | 1.03% | -2.5% |
| Q1 2023 | $2,734,204 | -0.2% | 51,883 | -3.1% | 1.05% | -8.4% |
| Q4 2022 | $2,739,050 | +6.2% | 53,550 | -3.4% | 1.15% | +0.4% |
| Q3 2022 | $2,579,000 | -19.7% | 55,440 | -17.2% | 1.14% | -29.8% |
| Q2 2022 | $3,213,000 | -21.3% | 66,933 | -8.1% | 1.63% | -17.0% |
| Q1 2022 | $4,083,000 | -9.6% | 72,839 | -3.3% | 1.96% | -5.3% |
| Q4 2021 | $4,518,000 | +40.6% | 75,318 | +12.5% | 2.08% | +27.4% |
| Q2 2021 | $3,213,000 | – | 66,933 | – | 1.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |