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 | $18,440,680 | +9.3% | 306,936 | +13.4% | 0.05% | +8.9% |
| Q1 2024 | $16,866,157 | +48.4% | 270,551 | +41.9% | 0.04% | +21.6% |
| Q4 2023 | $11,367,050 | +60.9% | 190,658 | +41.6% | 0.04% | +8.8% |
| Q3 2023 | $7,065,503 | -10.4% | 134,606 | -6.5% | 0.03% | +9.7% |
| Q2 2023 | $7,886,652 | -99.5% | 143,917 | +3.0% | 0.03% | -99.2% |
| Q1 2023 | $1,631,616,746 | +23745.6% | 139,700 | +37.0% | 3.85% | +8645.5% |
| Q4 2022 | $6,842,427 | +21.9% | 101,984 | -15.5% | 0.04% | -34.3% |
| Q3 2022 | $5,615,000 | +46.2% | 120,695 | +50.9% | 0.07% | +59.5% |
| Q2 2022 | $3,840,000 | +359.9% | 80,004 | +37.1% | 0.04% | +223.1% |
| Q1 2022 | $835,000 | – | 58,343 | – | 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% |