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 | $7,701,510 | +28.8% | 146,723 | +34.5% | 0.36% | +17.4% |
| Q2 2023 | $5,978,270 | +30.6% | 109,093 | +25.6% | 0.31% | +15.7% |
| Q1 2023 | $4,578,536 | +26.4% | 86,879 | +22.7% | 0.27% | +8.5% |
| Q4 2022 | $3,622,851 | +16.9% | 70,828 | +6.4% | 0.25% | +4.7% |
| Q3 2022 | $3,098,000 | +12.5% | 66,592 | +16.0% | 0.24% | +11.3% |
| Q2 2022 | $2,755,000 | +3.5% | 57,389 | +29.3% | 0.21% | +11.6% |
| Q4 2021 | $2,662,000 | +12.4% | 44,368 | +7.7% | 0.19% | +6.7% |
| Q3 2021 | $2,369,000 | -0.9% | 41,206 | +0.7% | 0.18% | -5.8% |
| Q2 2021 | $2,390,000 | – | 40,918 | – | 0.19% | – |
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% |