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 | $898,866 | -17.2% | 14,961 | -14.1% | 0.32% | -17.1% |
| Q1 2024 | $1,085,422 | -0.4% | 17,411 | -4.7% | 0.39% | -15.0% |
| Q4 2023 | $1,089,695 | +13.0% | 18,277 | -0.6% | 0.45% | +7.1% |
| Q3 2023 | $964,742 | -5.0% | 18,379 | -0.8% | 0.42% | -4.1% |
| Q2 2023 | $1,015,187 | -0.8% | 18,525 | -4.6% | 0.44% | -6.2% |
| Q1 2023 | $1,023,440 | +0.2% | 19,420 | -2.7% | 0.47% | -4.7% |
| Q4 2022 | $1,020,937 | +9.8% | 19,960 | -0.1% | 0.49% | +1.0% |
| Q3 2022 | $930,000 | +0.6% | 19,981 | +3.8% | 0.49% | +8.2% |
| Q2 2022 | $924,000 | -25.9% | 19,251 | -12.9% | 0.45% | -29.2% |
| Q1 2022 | $1,247,000 | +2.4% | 22,113 | +8.9% | 0.64% | +131.2% |
| Q4 2021 | $1,218,000 | -10.0% | 20,306 | -13.7% | 0.28% | -12.1% |
| Q3 2021 | $1,353,000 | +1.0% | 23,538 | -3.9% | 0.31% | -1.9% |
| Q2 2021 | $1,340,000 | – | 24,494 | – | 0.32% | – |
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% |