DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 369 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $548,699 | -5.9% | 9,132 | -2.3% | 0.02% | -11.1% |
| Q1 2024 | $582,883 | -2.3% | 9,350 | -6.6% | 0.03% | -25.0% |
| Q4 2023 | $596,866 | +12.1% | 10,011 | -1.3% | 0.04% | 0.0% |
| Q3 2023 | $532,433 | -30.1% | 10,143 | -27.0% | 0.04% | -28.0% |
| Q2 2023 | $761,880 | +2.6% | 13,902 | -1.3% | 0.05% | -2.0% |
| Q1 2023 | $742,523 | +1.6% | 14,089 | -1.4% | 0.05% | -7.3% |
| Q4 2022 | $730,906 | +9.6% | 14,289 | -0.4% | 0.06% | 0.0% |
| Q3 2022 | $667,000 | -3.8% | 14,348 | -0.6% | 0.06% | -21.4% |
| Q2 2022 | $693,000 | -19.9% | 14,438 | -6.4% | 0.07% | -6.7% |
| Q1 2022 | $865,000 | -7.4% | 15,430 | -1.0% | 0.08% | -2.6% |
| Q4 2021 | $934,000 | – | 15,582 | – | 0.08% | – |
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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% |