DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 216 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,084,988 | +7.4% | 317,660 | +11.4% | 0.03% | +3.8% |
| Q1 2024 | $17,769,659 | -8.2% | 285,044 | -12.2% | 0.03% | -16.1% |
| Q4 2023 | $19,359,812 | +33.9% | 324,720 | +17.9% | 0.03% | +19.2% |
| Q3 2023 | $14,461,804 | -2.0% | 275,515 | +2.3% | 0.03% | 0.0% |
| Q2 2023 | $14,758,213 | +8.9% | 269,310 | +4.8% | 0.03% | 0.0% |
| Q1 2023 | $13,547,750 | +12.9% | 257,073 | +9.6% | 0.03% | +8.3% |
| Q4 2022 | $11,995,008 | +17.7% | 234,506 | +7.1% | 0.02% | +4.3% |
| Q3 2022 | $10,187,000 | +0.2% | 218,989 | +3.4% | 0.02% | +4.5% |
| Q2 2022 | $10,165,000 | -9.4% | 211,761 | +5.8% | 0.02% | +4.8% |
| Q1 2022 | $11,219,000 | +40.1% | 200,126 | +50.0% | 0.02% | +40.0% |
| Q4 2021 | $8,005,000 | +11.8% | 133,437 | +7.1% | 0.02% | 0.0% |
| Q3 2021 | $7,163,000 | +4.9% | 124,574 | +6.5% | 0.02% | +7.1% |
| Q2 2021 | $6,831,000 | – | 116,971 | – | 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% |