DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,437 | +9.6% | 8,067 | +14.5% | 0.05% | +9.3% |
| Q2 2023 | $386,230 | +4.0% | 7,048 | 0.0% | 0.04% | -8.5% |
| Q1 2023 | $371,430 | +3.0% | 7,048 | 0.0% | 0.05% | -17.5% |
| Q4 2022 | $360,505 | +9.9% | 7,048 | 0.0% | 0.06% | -25.0% |
| Q3 2022 | $328,000 | -3.0% | 7,048 | 0.0% | 0.08% | -3.8% |
| Q2 2022 | $338,000 | -14.4% | 7,048 | 0.0% | 0.08% | -13.2% |
| Q1 2022 | $395,000 | -6.6% | 7,048 | 0.0% | 0.09% | -2.2% |
| Q4 2021 | $423,000 | +4.4% | 7,048 | 0.0% | 0.09% | -18.4% |
| Q3 2021 | $405,000 | -1.7% | 7,048 | 0.0% | 0.11% | -2.6% |
| Q2 2021 | $412,000 | – | 7,048 | – | 0.12% | – |
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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% |