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 | $3,393,940 | +13.3% | 56,490 | +17.5% | 1.90% | +9.2% |
| Q1 2024 | $2,996,569 | +24.5% | 48,068 | +19.1% | 1.74% | +17.8% |
| Q4 2023 | $2,406,807 | +48.7% | 40,369 | +30.9% | 1.47% | +37.9% |
| Q3 2023 | $1,618,290 | +29.9% | 30,830 | +35.6% | 1.07% | +32.1% |
| Q2 2023 | $1,246,011 | +3.7% | 22,737 | -0.2% | 0.81% | +3.7% |
| Q1 2023 | $1,201,161 | +35.2% | 22,792 | +31.2% | 0.78% | +30.4% |
| Q4 2022 | $888,271 | +43.0% | 17,366 | +30.2% | 0.60% | +32.0% |
| Q3 2022 | $621,000 | +155.6% | 13,340 | +163.6% | 0.45% | +166.5% |
| Q2 2022 | $243,000 | 0.0% | 5,061 | +16.8% | 0.17% | +13.3% |
| Q1 2022 | $243,000 | -6.5% | 4,333 | 0.0% | 0.15% | -1.3% |
| Q4 2021 | $260,000 | +34.7% | 4,333 | +29.0% | 0.15% | +29.9% |
| Q3 2021 | $193,000 | -1.5% | 3,358 | 0.0% | 0.12% | -5.6% |
| Q2 2021 | $196,000 | – | 3,358 | – | 0.12% | – |
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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% |