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 | $14,092,031 | -10.1% | 234,554 | -6.7% | 0.17% | -4.0% |
| Q1 2024 | $15,672,960 | +4.0% | 251,411 | -0.6% | 0.17% | -3.3% |
| Q4 2023 | $15,073,933 | +18.6% | 252,838 | +4.4% | 0.18% | +13.9% |
| Q3 2023 | $12,711,362 | -2.3% | 242,168 | +2.0% | 0.16% | -25.5% |
| Q2 2023 | $13,007,071 | +9.2% | 237,356 | +5.0% | 0.21% | +4.4% |
| Q1 2023 | $11,913,242 | +8.1% | 226,061 | +4.9% | 0.20% | -5.1% |
| Q4 2022 | $11,024,181 | +19.9% | 215,529 | +9.1% | 0.21% | +3.9% |
| Q3 2022 | $9,194,000 | +6.6% | 197,615 | +10.0% | 0.21% | +13.2% |
| Q2 2022 | $8,622,000 | -8.3% | 179,635 | +7.1% | 0.18% | +41.1% |
| Q1 2022 | $9,399,000 | +121.5% | 167,666 | +137.1% | 0.13% | +16.2% |
| Q4 2021 | $4,243,000 | -25.2% | 70,727 | -28.3% | 0.11% | -20.7% |
| Q3 2021 | $5,674,000 | +158.1% | 98,673 | +162.2% | 0.14% | +79.5% |
| Q2 2021 | $2,198,000 | – | 37,629 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,760,456 | $370,473,004 | 24.24% |
| DIXON FNANCIAL SERVICES, INC. | 604,920 | $33,149,610 | 21.54% |
| RESOURCE CONSULTING GROUP INC | 1,391,338 | $76,245,325 | 15.07% |
| Heritage Wealth Management, Inc./Texas | 286,790 | $15,715,563 | 13.91% |
| M Financial Asset Management, Inc. | 78,724 | $4,314 | 13.90% |
| TCI Wealth Advisors, Inc. | 1,980,320 | $108,521,561 | 13.86% |
| Disciplined Equity Management, Inc. | 271,166 | $14,859,897 | 12.11% |
| Stordahl Capital Management, Inc. | 622,643 | $34,120,833 | 9.84% |
| Tilson Financial Group, Inc. | 95,934 | $5,257 | 8.94% |
| Moisand Fitzgerald Tamayo, LLC | 792,218 | $43,413,550 | 8.87% |