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 | $44,219 | -3.6% | 736 | 0.0% | 0.01% | -7.7% |
| Q1 2024 | $45,883 | +4.6% | 736 | 0.0% | 0.01% | -7.1% |
| Q4 2023 | $43,881 | +13.6% | 736 | 0.0% | 0.01% | +7.7% |
| Q3 2023 | $38,633 | -4.2% | 736 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40,333 | +4.0% | 736 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,788 | +14.1% | 736 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $34,000 | -2.9% | 736 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $35,000 | -14.6% | 736 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $41,000 | -6.8% | 736 | 0.0% | 0.02% | -16.7% |
| Q4 2021 | $44,000 | +4.8% | 736 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $42,000 | -2.3% | 736 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $43,000 | – | 736 | – | 0.02% | – |
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% |