DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 357 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $895,973 | -58.8% | 14,913 | -57.3% | 0.00% | – |
| Q1 2024 | $2,176,289 | -43.7% | 34,910 | -46.1% | 0.00% | -100.0% |
| Q4 2023 | $3,864,151 | +19.2% | 64,813 | +5.0% | 0.00% | 0.0% |
| Q3 2023 | $3,240,470 | +2.5% | 61,735 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $3,160,261 | +380.9% | 57,669 | +362.4% | 0.00% | – |
| Q1 2023 | $657,222 | -94.9% | 12,471 | -95.1% | 0.00% | -100.0% |
| Q4 2022 | $13,000,386 | +1823.1% | 254,162 | +1648.1% | 0.01% | – |
| Q3 2022 | $676,000 | -82.8% | 14,539 | -82.2% | 0.00% | -100.0% |
| Q2 2022 | $3,922,000 | +5.1% | 81,715 | +22.8% | 0.00% | +100.0% |
| Q1 2022 | $3,730,000 | – | 66,536 | – | 0.00% | – |
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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% |