DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,757,634 | +11.2% | 291,032 | +1.2% | 6.28% | +1.7% |
| Q3 2023 | $15,067,461 | -6.8% | 287,492 | -2.5% | 6.18% | -2.5% |
| Q2 2023 | $16,163,534 | +4.6% | 294,955 | +0.6% | 6.34% | -0.4% |
| Q1 2023 | $15,453,801 | -11.5% | 293,241 | -14.1% | 6.36% | +6.9% |
| Q4 2022 | $17,460,284 | +1.6% | 341,355 | -4.5% | 5.95% | -10.2% |
| Q3 2022 | $17,180,000 | +1.4% | 357,609 | +1.3% | 6.62% | -2.0% |
| Q2 2022 | $16,944,000 | -17.4% | 353,076 | +1.7% | 6.76% | -14.9% |
| Q4 2021 | $20,525,000 | -7.7% | 347,169 | -6.0% | 7.94% | -7.0% |
| Q3 2021 | $22,226,000 | +7.4% | 369,507 | -0.6% | 8.53% | -7.6% |
| Q2 2021 | $20,701,000 | – | 371,780 | – | 9.23% | – |
Download | ||||||
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% |