DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 452 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $180,968 | +13.6% | 3,035 | 0.0% | 0.01% | +8.3% |
| Q3 2023 | $159,326 | -4.2% | 3,035 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $166,337 | +4.0% | 3,035 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $159,963 | +3.0% | 3,035 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $155,258 | +10.1% | 3,035 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $141,000 | -2.8% | 3,035 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $145,000 | -14.2% | 3,029 | +0.2% | 0.01% | -6.7% |
| Q1 2022 | $169,000 | -6.6% | 3,022 | +0.1% | 0.02% | -6.2% |
| Q4 2021 | $181,000 | +6.5% | 3,019 | +2.0% | 0.02% | -20.0% |
| Q3 2021 | $170,000 | -1.7% | 2,960 | +0.2% | 0.02% | +17.6% |
| Q2 2021 | $173,000 | – | 2,955 | – | 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% |