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 | $2,311,338 | +0.5% | 38,471 | +4.3% | 0.02% | -7.7% |
| Q1 2024 | $2,299,536 | +10.7% | 36,887 | +5.9% | 0.03% | 0.0% |
| Q4 2023 | $2,076,565 | +23.6% | 34,830 | +8.8% | 0.03% | +8.3% |
| Q3 2023 | $1,680,677 | -3.2% | 32,019 | +1.0% | 0.02% | -4.0% |
| Q2 2023 | $1,736,831 | +6.3% | 31,694 | +2.2% | 0.02% | -3.8% |
| Q1 2023 | $1,633,647 | +2.4% | 30,999 | -0.6% | 0.03% | -7.1% |
| Q4 2022 | $1,594,652 | +7.5% | 31,176 | -2.3% | 0.03% | -3.4% |
| Q3 2022 | $1,484,000 | +38.2% | 31,903 | +42.6% | 0.03% | +45.0% |
| Q2 2022 | $1,074,000 | -14.4% | 22,373 | +0.0% | 0.02% | -4.8% |
| Q1 2022 | $1,254,000 | -5.7% | 22,372 | +0.9% | 0.02% | 0.0% |
| Q4 2021 | $1,330,000 | +4.7% | 22,172 | +0.4% | 0.02% | -4.5% |
| Q3 2021 | $1,270,000 | -6.5% | 22,079 | -5.1% | 0.02% | -4.3% |
| Q2 2021 | $1,358,000 | – | 23,257 | – | 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% |