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 | $11,408,109 | +12.9% | 189,882 | +17.1% | 0.94% | +13.6% |
| Q1 2024 | $10,107,788 | +28.5% | 162,140 | +22.9% | 0.83% | +21.2% |
| Q4 2023 | $7,864,915 | +43.7% | 131,917 | +26.5% | 0.68% | +31.6% |
| Q3 2023 | $5,474,683 | +55.3% | 104,300 | +62.2% | 0.52% | +58.7% |
| Q2 2023 | $3,524,794 | +209.8% | 64,321 | +197.9% | 0.33% | +197.3% |
| Q1 2023 | $1,137,706 | +24.3% | 21,588 | +20.6% | 0.11% | +18.3% |
| Q4 2022 | $915,492 | +11.4% | 17,898 | +1.4% | 0.09% | +2.2% |
| Q3 2022 | $822,000 | +2.0% | 17,659 | +5.1% | 0.09% | +4.6% |
| Q2 2022 | $806,000 | -14.2% | 16,799 | +0.3% | 0.09% | -2.2% |
| Q1 2022 | $939,000 | – | 16,756 | – | 0.09% | – |
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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% |