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 | $1,538,811 | -4.5% | 25,854 | +0.0% | 0.18% | -5.9% |
| Q1 2024 | $1,611,140 | +15.2% | 25,844 | +10.2% | 0.19% | +7.5% |
| Q4 2023 | $1,398,043 | +112.3% | 23,449 | +83.7% | 0.17% | +95.5% |
| Q3 2023 | $658,394 | +2.1% | 12,767 | +8.5% | 0.09% | +2.3% |
| Q2 2023 | $644,832 | +110.9% | 11,767 | +102.8% | 0.09% | +85.1% |
| Q1 2023 | $305,818 | +3.0% | 5,803 | 0.0% | 0.05% | +2.2% |
| Q4 2022 | $296,823 | +960.1% | 5,803 | +911.0% | 0.05% | +1050.0% |
| Q2 2022 | $28,000 | – | 574 | – | 0.00% | – |
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% |