DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 563 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $33,366,000 | -0.5% | 555,365 | +3.2% | 0.01% | 0.0% |
Q1 2024 | $33,546,000 | +72.7% | 538,126 | +65.1% | 0.01% | +60.0% |
Q4 2023 | $19,430,000 | +38.9% | 325,900 | +22.3% | 0.01% | +25.0% |
Q3 2023 | $13,990,000 | +1.4% | 266,533 | +5.8% | 0.00% | 0.0% |
Q2 2023 | $13,800,000 | -39.4% | 251,827 | -41.7% | 0.00% | -33.3% |
Q1 2023 | $22,761,000 | +8.8% | 431,906 | +5.6% | 0.01% | 0.0% |
Q4 2022 | $20,917,000 | +2021.4% | 408,944 | +1828.6% | 0.01% | – |
Q3 2022 | $986,000 | -14.5% | 21,204 | -11.7% | 0.00% | – |
Q2 2022 | $1,153,000 | -74.5% | 24,023 | -70.2% | 0.00% | -100.0% |
Q1 2022 | $4,524,000 | +106.6% | 80,706 | +121.0% | 0.00% | – |
Q4 2021 | $2,190,000 | +39.0% | 36,511 | +33.3% | 0.00% | – |
Q3 2021 | $1,575,000 | -31.1% | 27,388 | -30.0% | 0.00% | -100.0% |
Q2 2021 | $2,285,000 | – | 39,119 | – | 0.00% | – |
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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% |