DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 478 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,558,651 | -7.7% | 75,876 | -4.3% | 0.05% | -11.1% |
| Q1 2024 | $4,941,338 | -6.2% | 79,264 | -10.2% | 0.05% | -23.9% |
| Q4 2023 | $5,265,393 | +36.5% | 88,316 | +20.2% | 0.07% | +20.3% |
| Q3 2023 | $3,856,297 | +8257.5% | 73,467 | +8625.3% | 0.06% | +5800.0% |
| Q2 2023 | $46,142 | +4.0% | 842 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $44,373 | +3.0% | 842 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $43,068 | -18.7% | 842 | -26.3% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -3.6% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $55,000 | -14.1% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $64,000 | -7.2% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $69,000 | +4.5% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | -1.5% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | – | 1,142 | – | 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% |