DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 563 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,109,058 | -36.3% | 667,594 | -33.9% | 3.78% | -38.5% |
| Q1 2024 | $62,978,880 | +7.3% | 1,010,248 | +2.7% | 6.14% | -0.3% |
| Q4 2023 | $58,673,176 | +16.6% | 984,119 | +2.7% | 6.16% | +2.2% |
| Q3 2023 | $50,312,172 | -4.5% | 958,510 | -0.3% | 6.02% | -4.5% |
| Q2 2023 | $52,664,842 | +6.2% | 961,037 | +2.1% | 6.30% | -29.2% |
| Q1 2023 | $49,582,731 | +5.1% | 940,849 | +2.1% | 8.90% | +1.0% |
| Q4 2022 | $47,154,979 | +14.1% | 921,896 | +3.7% | 8.81% | -2.7% |
| Q3 2022 | $41,341,000 | +2.4% | 888,662 | +5.6% | 9.06% | -18.6% |
| Q2 2022 | $40,381,000 | +17.6% | 841,272 | +37.3% | 11.13% | -10.3% |
| Q1 2022 | $34,339,000 | +6.1% | 612,538 | +13.6% | 12.41% | +4.9% |
| Q4 2021 | $32,355,000 | – | 539,338 | – | 11.82% | – |
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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% |