DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 216 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,857,503 | +4.6% | 130,784 | +8.5% | 0.02% | 0.0% |
| Q1 2024 | $7,514,651 | -23.2% | 120,543 | -26.6% | 0.02% | -27.3% |
| Q4 2023 | $9,788,829 | +19.3% | 164,187 | +5.0% | 0.02% | 0.0% |
| Q3 2023 | $8,206,549 | -5.7% | 156,345 | -1.6% | 0.02% | -4.3% |
| Q2 2023 | $8,706,350 | +4.7% | 158,875 | +0.7% | 0.02% | +9.5% |
| Q1 2023 | $8,312,002 | +103891.0% | 157,723 | +0.9% | 0.02% | 0.0% |
| Q4 2022 | $7,993 | -99.6% | 156,269 | +254.9% | 0.02% | +250.0% |
| Q3 2022 | $2,048,000 | -3.4% | 44,032 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $2,120,000 | -10.1% | 44,169 | +5.0% | 0.01% | 0.0% |
| Q1 2022 | $2,359,000 | +0.6% | 42,080 | +7.7% | 0.01% | +20.0% |
| Q4 2021 | $2,345,000 | -5.5% | 39,085 | -9.4% | 0.01% | -16.7% |
| Q3 2021 | $2,481,000 | +3.3% | 43,142 | +4.9% | 0.01% | 0.0% |
| Q2 2021 | $2,401,000 | – | 41,118 | – | 0.01% | – |
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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% |