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 | $1,449,039 | -3.6% | 24,119 | 0.0% | 1.06% | -4.0% |
| Q1 2024 | $1,503,547 | +2.0% | 24,119 | -2.5% | 1.11% | -5.4% |
| Q4 2023 | $1,474,671 | +11.7% | 24,735 | -1.7% | 1.17% | -1.8% |
| Q3 2023 | $1,320,124 | -5.9% | 25,150 | -1.7% | 1.19% | -2.7% |
| Q2 2023 | $1,402,387 | +4.0% | 25,591 | 0.0% | 1.23% | -2.2% |
| Q1 2023 | $1,348,646 | -0.0% | 25,591 | -3.0% | 1.25% | -8.1% |
| Q4 2022 | $1,348,774 | -16.9% | 26,369 | -24.5% | 1.36% | -25.7% |
| Q3 2022 | $1,624,000 | -3.1% | 34,909 | 0.0% | 1.83% | +1.6% |
| Q2 2022 | $1,676,000 | -14.8% | 34,909 | -0.5% | 1.80% | -0.4% |
| Q1 2022 | $1,967,000 | -7.7% | 35,094 | -1.2% | 1.81% | -1.3% |
| Q4 2021 | $2,130,000 | – | 35,510 | – | 1.84% | – |
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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% |