DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 328 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,304,331 | -3.5% | 104,932 | +0.1% | 3.25% | -1.4% |
| Q1 2024 | $6,535,867 | +3.2% | 104,842 | -1.3% | 3.30% | -6.0% |
| Q4 2023 | $6,334,274 | +13.9% | 106,244 | +0.3% | 3.50% | -1.3% |
| Q3 2023 | $5,561,052 | -3.9% | 105,945 | +0.3% | 3.55% | -11.4% |
| Q2 2023 | $5,788,157 | +4.3% | 105,623 | +0.3% | 4.01% | -2.6% |
| Q1 2023 | $5,549,414 | +4.1% | 105,302 | +1.0% | 4.12% | -18.6% |
| Q4 2022 | $5,331,122 | +7.2% | 104,225 | -2.5% | 5.06% | -11.6% |
| Q3 2022 | $4,975,000 | +1.4% | 106,939 | +4.6% | 5.72% | +7.7% |
| Q2 2022 | $4,908,000 | -14.2% | 102,259 | +0.2% | 5.31% | -12.9% |
| Q1 2022 | $5,719,000 | -6.9% | 102,009 | -0.4% | 6.10% | -6.2% |
| Q4 2021 | $6,142,000 | – | 102,381 | – | 6.50% | – |
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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% |