DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 369 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $62,782,008 | +5.4% | 1,053,036 | -7.2% | 10.75% | -7.0% |
| Q3 2023 | $59,542,414 | -21.9% | 1,134,357 | -18.5% | 11.56% | -23.3% |
| Q2 2023 | $76,245,325 | +2.4% | 1,391,338 | -1.5% | 15.07% | -21.5% |
| Q1 2023 | $74,472,181 | +1.2% | 1,413,134 | -1.7% | 19.21% | -0.1% |
| Q4 2022 | $73,569,076 | +11.0% | 1,438,301 | +1.0% | 19.23% | +1.9% |
| Q3 2022 | $66,257,000 | -3.2% | 1,424,277 | -0.1% | 18.88% | -35.9% |
| Q2 2022 | $68,431,000 | -12.1% | 1,425,644 | +2.7% | 29.46% | +9.3% |
| Q1 2022 | $77,830,000 | -5.1% | 1,388,339 | +1.6% | 26.97% | -6.9% |
| Q4 2021 | $81,972,000 | – | 1,366,430 | – | 28.96% | – |
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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% |