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 | $42,892,353 | -0.3% | 713,921 | +3.4% | 3.13% | -4.0% |
| Q1 2024 | $43,033,516 | +9.8% | 690,303 | +5.0% | 3.26% | -2.1% |
| Q4 2023 | $39,203,949 | +22.2% | 657,564 | +7.6% | 3.33% | +7.6% |
| Q3 2023 | $32,074,093 | +0.4% | 611,052 | +4.8% | 3.09% | -1.9% |
| Q2 2023 | $31,958,738 | +11.3% | 583,189 | +7.1% | 3.15% | +0.2% |
| Q1 2023 | $28,702,389 | +10.6% | 544,637 | +7.3% | 3.15% | +0.6% |
| Q4 2022 | $25,958,187 | +6.8% | 507,491 | +4.1% | 3.13% | +1.8% |
| Q3 2022 | $24,304,000 | +7.7% | 487,650 | +3.9% | 3.07% | -4.1% |
| Q2 2022 | $22,571,000 | -16.0% | 469,341 | -2.1% | 3.20% | -19.0% |
| Q1 2022 | $26,864,000 | +1.4% | 479,208 | +8.5% | 3.95% | -9.1% |
| Q4 2021 | $26,491,000 | +9.4% | 441,590 | +4.8% | 4.34% | -0.5% |
| Q3 2021 | $24,218,000 | +2.0% | 421,174 | +3.6% | 4.37% | -20.5% |
| Q2 2021 | $23,744,000 | – | 406,567 | – | 5.50% | – |
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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% |