DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 357 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $84,698 | -40.8% | 1,410 | -38.6% | 0.04% | -41.3% |
| Q1 2024 | $143,105 | +4.6% | 2,296 | +0.1% | 0.06% | 0.0% |
| Q4 2023 | $136,754 | +13.7% | 2,294 | +0.1% | 0.06% | -12.5% |
| 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% | – |
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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% |