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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,233 | -4.1% | 2,291 | +0.2% | 0.07% | 0.0% |
| Q2 2023 | $125,336 | +4.1% | 2,287 | +0.1% | 0.07% | 0.0% |
| Q1 2023 | $120,353 | +3.1% | 2,284 | +0.1% | 0.07% | -4.0% |
| Q4 2022 | $116,704 | +10.1% | 2,282 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $106,000 | -3.6% | 2,282 | 0.0% | 0.08% | -8.5% |
| Q2 2022 | $110,000 | -14.1% | 2,282 | 0.0% | 0.08% | -11.8% |
| Q1 2022 | $128,000 | -9.2% | 2,282 | -3.2% | 0.09% | -7.0% |
| Q4 2021 | $141,000 | +5.2% | 2,357 | +1.2% | 0.10% | 0.0% |
| Q3 2021 | $134,000 | -1.5% | 2,330 | +0.1% | 0.10% | -7.4% |
| Q2 2021 | $136,000 | – | 2,327 | – | 0.11% | – |
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% |