DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 318 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,852,603 | +1.7% | 395,709 | +48.9% | 0.05% | -11.5% |
| Q1 2024 | $16,563,459 | +252.3% | 265,696 | +236.9% | 0.06% | +281.2% |
| Q4 2023 | $4,701,997 | +13.8% | 78,866 | +0.2% | 0.02% | 0.0% |
| Q3 2023 | $4,130,653 | +1.6% | 78,694 | +6.1% | 0.02% | 0.0% |
| Q2 2023 | $4,066,213 | +0.4% | 74,201 | -3.5% | 0.02% | -11.1% |
| Q1 2023 | $4,050,727 | +10.4% | 76,864 | +7.2% | 0.02% | 0.0% |
| Q4 2022 | $3,668,458 | +11.6% | 71,720 | +1.5% | 0.02% | -5.3% |
| Q3 2022 | $3,288,000 | +3.6% | 70,687 | +6.9% | 0.02% | -5.0% |
| Q2 2022 | $3,173,000 | -14.5% | 66,112 | -0.1% | 0.02% | -16.7% |
| Q1 2022 | $3,711,000 | -7.2% | 66,197 | -0.6% | 0.02% | -11.1% |
| Q4 2021 | $3,997,000 | -0.2% | 66,620 | -4.4% | 0.03% | -18.2% |
| Q3 2021 | $4,006,000 | -0.5% | 69,668 | +1.1% | 0.03% | -10.8% |
| Q2 2021 | $4,025,000 | – | 68,918 | – | 0.04% | – |
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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% |