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 | $33,275,516 | -2.5% | 633,940 | +1.8% | 10.06% | +2.2% |
| Q2 2023 | $34,120,833 | +9.7% | 622,643 | +5.5% | 9.84% | +3.9% |
| Q1 2023 | $31,096,113 | +5.8% | 590,059 | +2.7% | 9.47% | -1.7% |
| Q4 2022 | $29,396,790 | +14.3% | 574,717 | +3.9% | 9.63% | +3.6% |
| Q3 2022 | $25,720,000 | +28.0% | 552,885 | +32.1% | 9.29% | +21.9% |
| Q2 2022 | $20,091,000 | +17.9% | 418,570 | +37.7% | 7.63% | +20.7% |
| Q1 2022 | $17,040,000 | +53.5% | 303,960 | +64.3% | 6.32% | +53.0% |
| Q4 2021 | $11,098,000 | +91.7% | 185,006 | +83.7% | 4.13% | +78.8% |
| Q3 2021 | $5,790,000 | +40.5% | 100,700 | +42.7% | 2.31% | +38.3% |
| Q2 2021 | $4,121,000 | – | 70,567 | – | 1.67% | – |
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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% |