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 | $8,667,834 | -4.3% | 144,272 | -0.7% | 3.29% | -4.9% |
| Q1 2024 | $9,055,109 | +3.7% | 145,253 | -0.8% | 3.46% | -8.3% |
| Q4 2023 | $8,733,359 | +17.5% | 146,484 | +3.4% | 3.78% | -0.3% |
| Q3 2023 | $7,434,917 | -4.7% | 141,644 | -0.5% | 3.78% | -1.7% |
| Q2 2023 | $7,798,580 | +3.1% | 142,310 | -0.8% | 3.85% | -5.3% |
| Q1 2023 | $7,562,023 | +2.3% | 143,492 | -0.7% | 4.06% | -4.2% |
| Q4 2022 | $7,392,743 | +11.5% | 144,531 | +1.4% | 4.24% | -0.8% |
| Q3 2022 | $6,632,000 | -1.9% | 142,559 | +1.3% | 4.28% | +3.1% |
| Q2 2022 | $6,758,000 | -13.4% | 140,783 | +1.1% | 4.15% | -6.8% |
| Q1 2022 | $7,807,000 | +3.4% | 139,265 | -1.4% | 4.46% | -2.5% |
| Q4 2021 | $7,552,000 | – | 141,295 | – | 4.57% | – |
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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% |