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 | $458,422 | -26.5% | 7,632 | -23.7% | 0.14% | -33.0% |
| Q1 2024 | $623,465 | -27.6% | 10,000 | -30.7% | 0.21% | -34.6% |
| Q4 2023 | $860,918 | -0.9% | 14,440 | -12.7% | 0.32% | -14.3% |
| Q3 2023 | $868,678 | -15.2% | 16,549 | -11.5% | 0.38% | -13.5% |
| Q2 2023 | $1,024,699 | -0.6% | 18,698 | -4.4% | 0.44% | -11.9% |
| Q1 2023 | $1,030,493 | -6.2% | 19,554 | -8.9% | 0.50% | -26.7% |
| Q4 2022 | $1,098,326 | +0.9% | 21,471 | -8.3% | 0.68% | -9.1% |
| Q3 2022 | $1,088,000 | -19.7% | 23,407 | -3.2% | 0.74% | -10.7% |
| Q2 2022 | $1,355,000 | +1.0% | 24,183 | +8.1% | 0.83% | +6.6% |
| Q4 2021 | $1,341,000 | +39.8% | 22,364 | +34.1% | 0.78% | +26.1% |
| Q3 2021 | $959,000 | +149.1% | 16,681 | +152.7% | 0.62% | +126.3% |
| Q2 2021 | $385,000 | – | 6,602 | – | 0.27% | – |
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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% |