DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 357 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,514,970 | +0.9% | 291,527 | +4.7% | 0.03% | -5.6% |
| Q1 2024 | $17,363,637 | +29.5% | 278,530 | +23.8% | 0.04% | +12.5% |
| Q4 2023 | $13,413,060 | +32.5% | 224,975 | +16.7% | 0.03% | +18.5% |
| Q3 2023 | $10,120,229 | -1.3% | 192,803 | +3.0% | 0.03% | 0.0% |
| Q2 2023 | $10,257,248 | +105699.4% | 187,176 | +1.7% | 0.03% | -3.6% |
| Q1 2023 | $9,695 | +0.4% | 183,968 | -2.5% | 0.03% | -9.7% |
| Q4 2022 | $9,653 | -99.9% | 188,712 | +13.9% | 0.03% | 0.0% |
| Q3 2022 | $7,710,000 | -0.3% | 165,752 | +2.9% | 0.03% | -3.1% |
| Q2 2022 | $7,735,000 | +26.4% | 161,149 | +47.6% | 0.03% | +39.1% |
| Q1 2022 | $6,120,000 | +222.4% | 109,164 | +245.1% | 0.02% | +187.5% |
| Q4 2021 | $1,898,000 | – | 31,635 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,719,714 | $403,720,388 | 22.83% |
| DIXON FNANCIAL SERVICES, INC. | 587,570 | $35,301,199 | 19.79% |
| Tilson Financial Group, Inc. | 271,573 | $16,316 | 16.48% |
| M Financial Asset Management, Inc. | 65,367 | $3,927 | 15.14% |
| TCI Wealth Advisors, Inc. | 2,257,202 | $135,612,684 | 12.79% |
| Heritage Wealth Management, Inc./Texas | 332,904 | $20,000,418 | 12.46% |
| Disciplined Equity Management, Inc. | 296,188 | $17,794,976 | 11.72% |
| FMFE Wealth Management, LLC | 204,265 | $12,272,235 | 11.40% |
| Stordahl Capital Management, Inc. | 673,724 | $40,477,344 | 10.13% |
| Advisory Services & Investments, LLC | 202,373 | $12,158,554 | 8.45% |