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 | $3,864,105 | +0.6% | 64,316 | +4.4% | 0.18% | +5.1% |
| Q1 2024 | $3,839,708 | +1.5% | 61,593 | -2.9% | 0.18% | -6.9% |
| Q4 2023 | $3,783,127 | +5.9% | 63,454 | -6.7% | 0.19% | -2.1% |
| Q3 2023 | $3,570,947 | -8.2% | 68,031 | -4.2% | 0.19% | +1.1% |
| Q2 2023 | $3,889,978 | +5.7% | 70,985 | +1.7% | 0.19% | -1.0% |
| Q1 2023 | $3,678,671 | +8.5% | 69,804 | +5.3% | 0.19% | -1.5% |
| Q4 2022 | $3,389,557 | +21.5% | 66,267 | +10.5% | 0.20% | +3.7% |
| Q3 2022 | $2,790,000 | -5.1% | 59,974 | -1.5% | 0.19% | -3.6% |
| Q2 2022 | $2,939,000 | -23.7% | 60,892 | -10.2% | 0.20% | -1.5% |
| Q1 2022 | $3,852,000 | – | 67,800 | – | 0.20% | – |
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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% |