DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 607 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,379,588 | -13.0% | 39,607 | -9.7% | 0.83% | -11.7% |
| Q1 2024 | $2,733,769 | +2.2% | 43,853 | -2.3% | 0.94% | -4.3% |
| Q4 2023 | $2,675,031 | +6.1% | 44,876 | -6.6% | 0.98% | -4.1% |
| Q3 2023 | $2,522,270 | -9.2% | 48,053 | -5.2% | 1.02% | -0.2% |
| Q2 2023 | $2,776,451 | +1.5% | 50,675 | -2.3% | 1.03% | -2.5% |
| Q1 2023 | $2,734,204 | -0.2% | 51,883 | -3.1% | 1.05% | -8.4% |
| Q4 2022 | $2,739,050 | +6.2% | 53,550 | -3.4% | 1.15% | +0.4% |
| Q3 2022 | $2,579,000 | -19.7% | 55,440 | -17.2% | 1.14% | -29.8% |
| Q2 2022 | $3,213,000 | -21.3% | 66,933 | -8.1% | 1.63% | -17.0% |
| Q1 2022 | $4,083,000 | -9.6% | 72,839 | -3.3% | 1.96% | -5.3% |
| Q4 2021 | $4,518,000 | +40.6% | 75,318 | +12.5% | 2.08% | +27.4% |
| Q2 2021 | $3,213,000 | – | 66,933 | – | 1.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 1,425,644 | $68,431,000 | 29.46% |
| Index Fund Advisors, Inc. | 6,620,079 | $317,764,000 | 24.06% |
| DIXON FNANCIAL SERVICES, INC. | 612,886 | $29,419,000 | 21.44% |
| Heritage Investment Group, Inc. | 539,475 | $25,895,000 | 14.92% |
| M Financial Asset Management, Inc. | 64,088 | $3,076,000 | 12.92% |
| TCI Wealth Advisors, Inc. | 1,743,631 | $83,694,000 | 12.81% |
| ML & R WEALTH MANAGEMENT LLC | 577,943 | $27,741,000 | 12.47% |
| Disciplined Equity Management, Inc. | 266,025 | $12,769,000 | 11.59% |
| Beaird Harris Wealth Management, LLC | 841,272 | $40,381,000 | 11.13% |
| Relaxing Retirement Coach | 394,497 | $18,936,000 | 9.55% |