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 | $5,284 | +12.9% | 87,950 | +17.1% | 0.06% | +8.3% |
Q1 2024 | $4,681 | +32.4% | 75,089 | +26.6% | 0.06% | +22.4% |
Q4 2023 | $3,536 | +44.7% | 59,302 | +27.4% | 0.05% | +28.9% |
Q3 2023 | $2,443 | +14.8% | 46,544 | +19.9% | 0.04% | +11.8% |
Q2 2023 | $2,128 | +14.2% | 38,826 | +9.8% | 0.03% | +6.2% |
Q1 2023 | $1,863 | -99.9% | 35,348 | +12.0% | 0.03% | +10.3% |
Q4 2022 | $1,614,000 | – | 31,562 | – | 0.03% | – |
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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% |