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 | $7,192,514 | -6.3% | 119,716 | -2.7% | 3.46% | -4.3% |
| Q1 2024 | $7,672,686 | +4.1% | 123,078 | -0.4% | 3.62% | -3.1% |
| Q4 2023 | $7,368,065 | +14.9% | 123,584 | +1.2% | 3.74% | -8.0% |
| Q3 2023 | $6,410,377 | -6.2% | 122,126 | -2.1% | 4.06% | -5.1% |
| Q2 2023 | $6,833,050 | -4.6% | 124,691 | -8.3% | 4.28% | -14.0% |
| Q1 2023 | $7,165,831 | -33.5% | 135,974 | -35.5% | 4.98% | -46.8% |
| Q4 2022 | $10,775,614 | – | 210,667 | – | 9.36% | – |
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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% |