DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 369 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $405,683 | -3.4% | 6,752 | +0.3% | 0.04% | -4.7% |
| Q1 2024 | $419,758 | +4.7% | 6,733 | +0.1% | 0.04% | 0.0% |
| Q4 2023 | $400,812 | +13.9% | 6,723 | +0.3% | 0.04% | +2.4% |
| Q3 2023 | $351,885 | -3.9% | 6,704 | +0.3% | 0.04% | -2.3% |
| Q2 2023 | $366,255 | +4.3% | 6,683 | +0.3% | 0.04% | -2.3% |
| Q1 2023 | $351,149 | +3.2% | 6,663 | +0.2% | 0.04% | -2.2% |
| Q4 2022 | $340,136 | +10.4% | 6,650 | +0.3% | 0.04% | -4.3% |
| Q3 2022 | $308,000 | -2.8% | 6,627 | +0.3% | 0.05% | 0.0% |
| Q2 2022 | $317,000 | – | 6,608 | – | 0.05% | – |
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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% |