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 | $33,446,878 | +3.8% | 637,205 | +8.4% | 4.10% | +5.2% |
| Q2 2023 | $32,207,706 | +10.1% | 587,732 | +5.9% | 3.90% | +0.9% |
| Q1 2023 | $29,255,000 | +5.2% | 555,136 | +2.1% | 3.86% | -3.5% |
| Q4 2022 | $27,798,327 | +17.8% | 543,467 | +7.1% | 4.00% | +16.0% |
| Q3 2022 | $23,599,000 | +0.8% | 507,293 | +4.0% | 3.45% | -8.1% |
| Q2 2022 | $23,408,000 | -10.1% | 487,661 | +5.0% | 3.75% | +7.4% |
| Q1 2022 | $26,040,000 | +148.4% | 464,501 | +165.8% | 3.49% | +148.2% |
| Q4 2021 | $10,482,000 | – | 174,737 | – | 1.41% | – |
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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% |