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 | $12,322,954 | -5.3% | 234,768 | -1.1% | 0.73% | -7.0% |
| Q2 2023 | $13,008,186 | +4.0% | 237,376 | -0.0% | 0.79% | -2.8% |
| Q1 2023 | $12,510,013 | +0.7% | 237,382 | -2.2% | 0.81% | -9.7% |
| Q4 2022 | $12,419,100 | -2.0% | 242,798 | -10.9% | 0.90% | -17.0% |
| Q3 2022 | $12,676,000 | -10.2% | 272,487 | -7.4% | 1.08% | -13.1% |
| Q2 2022 | $14,118,000 | -31.6% | 294,123 | -20.2% | 1.24% | -28.0% |
| Q1 2022 | $20,654,000 | -23.3% | 368,421 | -17.9% | 1.73% | -26.1% |
| Q4 2021 | $26,933,000 | -3.3% | 448,958 | -7.4% | 2.34% | -21.1% |
| Q3 2021 | $27,865,000 | -4.2% | 484,601 | -2.7% | 2.96% | -27.7% |
| Q2 2021 | $29,074,000 | – | 497,847 | – | 4.10% | – |
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% |