DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 327 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,126,034 | -4.2% | 59,555 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $3,261,484 | +3.6% | 59,516 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $3,148,758 | +19.4% | 59,749 | +15.9% | 0.00% | 0.0% |
| Q4 2022 | $2,637,836 | +7.5% | 51,571 | -2.2% | 0.00% | 0.0% |
| Q3 2022 | $2,454,000 | -3.5% | 52,756 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $2,543,000 | +24.2% | 52,970 | +45.1% | 0.00% | – |
| Q1 2022 | $2,047,000 | -24.7% | 36,516 | -19.4% | 0.00% | – |
| Q4 2021 | $2,717,000 | +18.6% | 45,286 | +13.7% | 0.00% | – |
| Q3 2021 | $2,290,000 | +2.0% | 39,832 | +3.7% | 0.00% | – |
| Q2 2021 | $2,244,000 | – | 38,417 | – | 0.00% | – |
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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% |