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 | $225,961 | +7.9% | 3,761 | +7.1% | 0.00% | +33.3% |
| Q4 2023 | $209,385 | -28.9% | 3,512 | -37.4% | 0.00% | -66.7% |
| Q3 2023 | $294,364 | -76.4% | 5,608 | -75.4% | 0.01% | -78.6% |
| Q2 2023 | $1,246,755 | +165471.7% | 22,751 | +59.3% | 0.04% | +75.0% |
| Q1 2023 | $753 | -56.8% | 14,284 | -58.1% | 0.02% | -66.7% |
| Q4 2022 | $1,745 | -91.3% | 34,115 | +8003.3% | 0.07% | – |
| Q3 2022 | $20,000 | -94.1% | 421 | -94.0% | 0.00% | -100.0% |
| Q2 2022 | $337,000 | -58.0% | 7,012 | -47.5% | 0.01% | -42.9% |
| Q4 2021 | $802,000 | – | 13,365 | – | 0.01% | – |
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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% |