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 | $2,184,371 | -7.9% | 41,615 | -3.8% | 0.78% | -8.4% |
| Q2 2023 | $2,371,378 | -13.1% | 43,273 | -16.4% | 0.86% | -18.1% |
| Q1 2023 | $2,727,923 | -48.2% | 51,763 | -49.8% | 1.05% | -57.6% |
| Q4 2022 | $5,270,637 | +16.2% | 103,043 | +5.7% | 2.47% | +3.8% |
| Q3 2022 | $4,535,000 | +4.1% | 97,476 | +7.4% | 2.38% | +6.5% |
| Q2 2022 | $4,358,000 | -12.0% | 90,796 | +2.7% | 2.23% | -20.4% |
| Q1 2022 | $4,955,000 | +2.1% | 88,382 | +9.2% | 2.80% | +4.6% |
| Q4 2021 | $4,854,000 | – | 80,912 | – | 2.68% | – |
Download | ||||||
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% |