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 | $16,316 | +1.7% | 271,573 | +5.5% | 16.48% | +91.2% |
| Q1 2024 | $16,048 | +21.0% | 257,433 | +15.7% | 8.62% | +1.0% |
| Q4 2023 | $13,268 | +145.2% | 222,536 | +115.9% | 8.54% | +100.9% |
| Q3 2023 | $5,410 | +2.9% | 103,062 | +7.4% | 4.25% | -52.4% |
| Q2 2023 | $5,257 | +14.2% | 95,934 | +9.8% | 8.94% | +137.8% |
| Q1 2023 | $4,603 | +6.5% | 87,348 | +3.4% | 3.76% | +2.2% |
| Q4 2022 | $4,321 | – | 84,471 | – | 3.68% | – |
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% |