DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 593 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $678,183 | -3.6% | 11,288 | 0.0% | 0.04% | -7.0% |
Q1 2024 | $703,694 | +104460.8% | 11,288 | 0.0% | 0.04% | -2.3% |
Q4 2023 | $673 | +8.2% | 11,288 | -4.7% | 0.04% | -2.2% |
Q3 2023 | $622 | -10.6% | 11,848 | -6.7% | 0.04% | 0.0% |
Q2 2023 | $696 | -2.7% | 12,698 | -6.4% | 0.04% | -8.2% |
Q1 2023 | $715 | +2.3% | 13,560 | -0.7% | 0.05% | -2.0% |
Q4 2022 | $699 | -99.9% | 13,660 | 0.0% | 0.05% | -7.4% |
Q3 2022 | $635,000 | -4.9% | 13,660 | -1.8% | 0.05% | +12.5% |
Q2 2022 | $668,000 | -14.4% | 13,910 | 0.0% | 0.05% | -18.6% |
Q1 2022 | $780,000 | -11.9% | 13,910 | -5.7% | 0.06% | -1.7% |
Q4 2021 | $885,000 | +3.6% | 14,757 | -0.7% | 0.06% | -6.2% |
Q3 2021 | $854,000 | -5.1% | 14,857 | -3.6% | 0.06% | -8.6% |
Q2 2021 | $900,000 | – | 15,416 | – | 0.07% | – |
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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% |