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 | $1,399,321 | +11.1% | 23,291 | +15.3% | 0.02% | +11.1% |
| Q1 2024 | $1,259,142 | -78.3% | 20,198 | -79.3% | 0.02% | -80.9% |
| Q4 2023 | $5,815,788 | +13.6% | 97,564 | +0.0% | 0.09% | +3.3% |
| Q3 2023 | $5,120,923 | -4.2% | 97,560 | +0.0% | 0.09% | -2.2% |
| Q2 2023 | $5,345,036 | +5.6% | 97,555 | +1.6% | 0.09% | +1.1% |
| Q1 2023 | $5,061,307 | +3.0% | 96,040 | 0.0% | 0.09% | -4.2% |
| Q4 2022 | $4,912,445 | +9.9% | 96,040 | 0.0% | 0.10% | +2.1% |
| Q3 2022 | $4,468,000 | -3.1% | 96,040 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $4,610,000 | -14.4% | 96,040 | 0.0% | 0.09% | +2.2% |
| Q1 2022 | $5,384,000 | -6.5% | 96,040 | 0.0% | 0.09% | -3.2% |
| Q4 2021 | $5,761,000 | +4.3% | 96,040 | 0.0% | 0.09% | -6.9% |
| Q3 2021 | $5,522,000 | +406.6% | 96,040 | +414.4% | 0.10% | +431.6% |
| Q2 2021 | $1,090,000 | – | 18,672 | – | 0.02% | – |
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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% |