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 | $30,002,330 | -8.4% | 499,373 | -4.9% | 0.12% | -11.3% |
| Q1 2024 | $32,745,457 | +3.7% | 525,272 | -0.8% | 0.14% | -2.8% |
| Q4 2023 | $31,573,499 | +12.7% | 529,579 | -0.8% | 0.14% | -0.7% |
| Q3 2023 | $28,008,664 | +93330.7% | 533,600 | -3.0% | 0.15% | -37.3% |
| Q4 2022 | $29,978 | -99.9% | 549,963 | +4.0% | 0.23% | +5.0% |
| Q3 2022 | $26,345,000 | -5.0% | 528,578 | -4.3% | 0.22% | -2.6% |
| Q2 2022 | $27,729,000 | -1.6% | 552,157 | +10.1% | 0.23% | +11.2% |
| Q1 2022 | $28,188,000 | +13.0% | 501,579 | +10.9% | 0.20% | +11.4% |
| Q4 2021 | $24,950,000 | +2.7% | 452,394 | +12.1% | 0.18% | +26.0% |
| Q3 2021 | $24,286,000 | – | 403,557 | – | 0.15% | – |
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% |