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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,075,165 | +14.5% | 18,034 | +0.8% | 0.73% | +3.0% |
| Q3 2023 | $938,901 | +53.8% | 17,887 | +60.6% | 0.71% | +46.1% |
| Q2 2023 | $610,343 | +35.4% | 11,138 | +30.2% | 0.48% | +27.7% |
| Q1 2023 | $450,868 | +26.8% | 8,555 | +23.0% | 0.38% | +14.8% |
| Q4 2022 | $355,646 | +18.2% | 6,953 | +7.6% | 0.33% | -7.3% |
| Q3 2022 | $301,000 | +19.9% | 6,463 | +23.4% | 0.36% | +16.7% |
| Q2 2022 | $251,000 | -14.6% | 5,238 | 0.0% | 0.30% | -1.3% |
| Q1 2022 | $294,000 | -6.4% | 5,238 | 0.0% | 0.31% | -3.4% |
| Q4 2021 | $314,000 | – | 5,238 | – | 0.32% | – |
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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% |