DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 327 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,493 | +414.8% | 104,649 | +437.5% | 0.03% | +385.7% |
| Q2 2023 | $1,067 | +65.7% | 19,468 | +59.2% | 0.01% | +75.0% |
| Q1 2023 | $644 | +3.0% | 12,225 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $625 | -99.9% | 12,225 | -6.7% | 0.01% | 0.0% |
| Q3 2022 | $610,000 | -2.1% | 13,104 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $623,000 | -14.0% | 12,979 | +7.5% | 0.01% | 0.0% |
| Q4 2021 | $724,000 | +10.0% | 12,070 | +7.2% | 0.01% | 0.0% |
| Q2 2021 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $658,000 | 0.0% | 11,263 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $658,000 | – | 11,263 | – | 0.01% | – |
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% |