DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 327 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,213,243 | +33.8% | 442,241 | +39.7% | 1.12% | +16.5% |
| Q2 2023 | $17,350,767 | +24.3% | 316,619 | +19.6% | 0.97% | +7.1% |
| Q1 2023 | $13,954,741 | +26.9% | 264,795 | +23.2% | 0.90% | +5.9% |
| Q4 2022 | $10,996,146 | -54.6% | 214,978 | -58.7% | 0.85% | -40.4% |
| Q3 2022 | $24,209,000 | +133.1% | 520,397 | +140.6% | 1.43% | +63.3% |
| Q2 2022 | $10,384,000 | +58.4% | 216,287 | +85.0% | 0.88% | +34.0% |
| Q1 2022 | $6,556,000 | +32.6% | 116,890 | +41.8% | 0.65% | -36.7% |
| Q4 2021 | $4,943,000 | – | 82,412 | – | 1.03% | – |
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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% |