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 | $12,603,242 | -3.3% | 209,774 | +0.3% | 0.33% | -2.6% |
| Q1 2024 | $13,032,277 | +12.0% | 209,052 | +7.1% | 0.34% | -9.3% |
| Q4 2023 | $11,633,996 | -1.0% | 195,136 | -12.8% | 0.38% | -13.7% |
| Q3 2023 | $11,752,645 | -4.7% | 223,903 | -0.5% | 0.44% | -6.0% |
| Q2 2023 | $12,336,637 | +13.2% | 225,121 | +8.9% | 0.47% | +2.2% |
| Q1 2023 | $10,897,406 | +13.7% | 206,782 | +10.3% | 0.46% | -0.7% |
| Q4 2022 | $9,587,152 | +37.4% | 187,432 | +25.0% | 0.46% | +24.4% |
| Q3 2022 | $6,977,000 | +9.9% | 149,975 | +13.3% | 0.37% | +10.5% |
| Q2 2022 | $6,351,000 | -2.2% | 132,312 | +14.2% | 0.33% | +11.3% |
| Q1 2022 | $6,495,000 | +94.8% | 115,869 | +108.4% | 0.30% | +100.0% |
| Q4 2021 | $3,335,000 | +111.2% | 55,597 | +102.4% | 0.15% | +87.5% |
| Q3 2021 | $1,579,000 | -49.1% | 27,469 | -48.3% | 0.08% | -51.5% |
| Q2 2021 | $3,105,000 | – | 53,176 | – | 0.16% | – |
Download | ||||||
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% |