DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 452 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,862,629 | -4.8% | 130,869 | -1.2% | 0.28% | +84.7% |
| Q1 2024 | $8,260,994 | +9.5% | 132,515 | +1.4% | 0.15% | -39.8% |
| Q4 2023 | $7,542,976 | +8.6% | 130,727 | -1.2% | 0.25% | -5.7% |
| Q3 2023 | $6,947,170 | -4.0% | 132,352 | +0.3% | 0.26% | -1.1% |
| Q2 2023 | $7,233,657 | +3.7% | 132,001 | -0.3% | 0.27% | -1.8% |
| Q1 2023 | $6,974,202 | +120958.9% | 132,338 | +17.5% | 0.27% | -16.0% |
| Q4 2022 | $5,761 | -99.9% | 112,635 | +11.9% | 0.32% | +14.1% |
| Q3 2022 | $4,683,000 | -28.0% | 100,667 | -25.7% | 0.28% | +6.0% |
| Q2 2022 | $6,502,000 | – | 135,468 | – | 0.27% | – |
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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% |