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 | $50,571,808 | -16.6% | 841,741 | -13.5% | 0.51% | -27.3% |
| Q1 2024 | $60,658,561 | -25.4% | 973,028 | -28.7% | 0.70% | -33.7% |
| Q4 2023 | $81,358,113 | +37.0% | 1,364,610 | +20.7% | 1.05% | +18.4% |
| Q3 2023 | $59,364,824 | +78.9% | 1,130,973 | +86.8% | 0.89% | +70.7% |
| Q2 2023 | $33,176,280 | +4.3% | 605,406 | +0.3% | 0.52% | -12.5% |
| Q1 2023 | $31,820,245 | +4.0% | 603,799 | +0.9% | 0.59% | -20.7% |
| Q4 2022 | $30,601,192 | +10.3% | 598,264 | +0.3% | 0.75% | -13.4% |
| Q3 2022 | $27,744,000 | -4.6% | 596,389 | -1.5% | 0.86% | -2.0% |
| Q2 2022 | $29,071,000 | -15.5% | 605,637 | -1.3% | 0.88% | -21.7% |
| Q1 2022 | $34,407,000 | -7.4% | 613,737 | -0.9% | 1.13% | -6.2% |
| Q4 2021 | $37,137,000 | +3.1% | 619,047 | -1.1% | 1.20% | -8.5% |
| Q3 2021 | $36,005,000 | -2.7% | 626,173 | -1.1% | 1.31% | -12.1% |
| Q2 2021 | $36,989,000 | – | 633,378 | – | 1.49% | – |
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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% |