DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,363,885 | -3.6% | 311,752 | +0.6% | 4.25% | -1.5% |
| Q2 2023 | $16,981,768 | +7.8% | 309,886 | +3.3% | 4.32% | -0.3% |
| Q1 2023 | $15,753,712 | -1.1% | 300,071 | -3.6% | 4.33% | -10.6% |
| Q4 2022 | $15,922,107 | +98.6% | 311,283 | +86.2% | 4.84% | -23.7% |
| Q3 2022 | $8,016,000 | +4.5% | 167,202 | +4.6% | 6.35% | +5.1% |
| Q2 2022 | $7,668,000 | -3.0% | 159,783 | +12.4% | 6.04% | -4.2% |
| Q4 2021 | $7,909,000 | – | 142,094 | – | 6.31% | – |
Download | ||||||
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% |