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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,163,379 | +21.7% | 34,182 | +14.2% | 0.51% | +14.0% |
| Q1 2024 | $1,777,058 | +62.4% | 29,942 | +61.7% | 0.45% | +56.8% |
| Q4 2023 | $1,093,933 | +40.9% | 18,513 | +21.7% | 0.29% | +24.8% |
| Q3 2023 | $776,115 | -1.6% | 15,209 | +8.6% | 0.23% | +9.0% |
| Q2 2023 | $788,538 | +5.7% | 14,006 | -3.0% | 0.21% | +4.5% |
| Q1 2023 | $745,878 | -1.4% | 14,441 | +2.4% | 0.20% | -3.3% |
| Q4 2022 | $756,606 | +2.9% | 14,100 | +0.0% | 0.21% | -3.2% |
| Q3 2022 | $735,000 | +5.2% | 14,094 | +2.8% | 0.22% | +12.5% |
| Q2 2022 | $699,000 | +16.7% | 13,704 | +23.2% | 0.19% | +20.8% |
| Q1 2022 | $599,000 | +3.1% | 11,125 | +6.2% | 0.16% | +6.0% |
| Q4 2021 | $581,000 | +54.5% | 10,474 | +65.2% | 0.15% | +50.0% |
| Q3 2021 | $376,000 | – | 6,342 | – | 0.10% | – |
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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% |