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 | $41,758,901 | -3.8% | 795,559 | +0.4% | 8.81% | -0.7% |
| Q2 2023 | $43,413,550 | +12.4% | 792,218 | +8.1% | 8.87% | +7.6% |
| Q1 2023 | $38,612,069 | +19.6% | 732,677 | +16.1% | 8.24% | +12.1% |
| Q4 2022 | $32,276,060 | +70.7% | 631,008 | +55.2% | 7.36% | +41.9% |
| Q3 2022 | $18,912,000 | +20.7% | 406,539 | +24.6% | 5.18% | +23.0% |
| Q2 2022 | $15,667,000 | +84.1% | 326,386 | +115.1% | 4.21% | +8.9% |
| Q1 2022 | $8,508,000 | -40.4% | 151,770 | -36.2% | 3.87% | -3.8% |
| Q4 2021 | $14,278,000 | +21.5% | 238,002 | +16.4% | 4.02% | +1.7% |
| Q3 2021 | $11,756,000 | +13.8% | 204,446 | +15.6% | 3.95% | +5.4% |
| Q2 2021 | $10,327,000 | – | 176,830 | – | 3.75% | – |
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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% |