DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 355 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,541,117 | +6.1% | 124,617 | +10.7% | 0.06% | +7.7% |
| Q2 2023 | $6,167,456 | -6.4% | 112,545 | -10.0% | 0.05% | -21.2% |
| Q1 2023 | $6,592,141 | +8.8% | 125,088 | +5.6% | 0.07% | -1.5% |
| Q4 2022 | $6,060,245 | +13.4% | 118,480 | +3.2% | 0.07% | 0.0% |
| Q3 2022 | $5,343,000 | -3.2% | 114,857 | -0.1% | 0.07% | -11.8% |
| Q2 2022 | $5,517,000 | -13.1% | 114,944 | +1.5% | 0.08% | -6.2% |
| Q1 2022 | $6,348,000 | -7.1% | 113,234 | -0.6% | 0.08% | -16.5% |
| Q4 2021 | $6,833,000 | +4.6% | 113,907 | +0.2% | 0.10% | -11.0% |
| Q3 2021 | $6,534,000 | -3.1% | 113,641 | -1.6% | 0.11% | -12.8% |
| Q2 2021 | $6,743,000 | – | 115,469 | – | 0.12% | – |
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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% |