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 | $14,678,740 | +38.4% | 244,320 | +43.6% | 0.46% | +29.1% |
| Q1 2024 | $10,606,799 | +14.3% | 170,144 | +5.6% | 0.36% | +3.5% |
| Q4 2023 | $9,275,781 | +20.4% | 161,094 | +9.8% | 0.35% | -4.9% |
| Q3 2023 | $7,701,510 | +28.8% | 146,723 | +34.5% | 0.36% | +17.4% |
| Q2 2023 | $5,978,270 | +30.6% | 109,093 | +25.6% | 0.31% | +15.7% |
| Q1 2023 | $4,578,536 | +26.4% | 86,879 | +22.7% | 0.27% | +8.5% |
| Q4 2022 | $3,622,851 | +16.9% | 70,828 | +6.4% | 0.25% | +4.7% |
| Q3 2022 | $3,098,000 | +12.5% | 66,592 | +16.0% | 0.24% | +11.3% |
| Q2 2022 | $2,755,000 | +3.5% | 57,389 | +29.3% | 0.21% | +11.6% |
| Q4 2021 | $2,662,000 | +12.4% | 44,368 | +7.7% | 0.19% | +6.7% |
| Q3 2021 | $2,369,000 | -0.9% | 41,206 | +0.7% | 0.18% | -5.8% |
| Q2 2021 | $2,390,000 | – | 40,918 | – | 0.19% | – |
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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% |