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 | $575 | -27.6% | 9,569 | -24.9% | 0.00% | -50.0% |
| Q1 2024 | $794 | +12.8% | 12,735 | +7.9% | 0.00% | 0.0% |
| Q4 2023 | $704 | +56.4% | 11,808 | +37.6% | 0.00% | +100.0% |
| Q3 2023 | $450 | +30.1% | 8,579 | +35.8% | 0.00% | 0.0% |
| Q2 2023 | $346 | +18.1% | 6,317 | +13.5% | 0.00% | 0.0% |
| Q1 2023 | $293 | -26.8% | 5,565 | -28.9% | 0.00% | 0.0% |
| Q4 2022 | $400 | -99.9% | 7,825 | +8.4% | 0.00% | 0.0% |
| Q3 2022 | $347,000 | 0.0% | 7,221 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $347,000 | -29.0% | 7,221 | -17.1% | 0.00% | -50.0% |
| Q1 2022 | $489,000 | +22.9% | 8,714 | +31.5% | 0.00% | +100.0% |
| Q4 2021 | $398,000 | +24.0% | 6,627 | +18.7% | 0.00% | 0.0% |
| Q3 2021 | $321,000 | +55.1% | 5,582 | +57.3% | 0.00% | 0.0% |
| Q2 2021 | $207,000 | – | 3,548 | – | 0.00% | – |
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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% |