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 | $444,570 | -9.2% | 7,400 | -5.7% | 0.02% | -16.7% |
| Q1 2024 | $489,408 | +6.2% | 7,851 | +1.6% | 0.02% | -5.3% |
| Q4 2023 | $460,674 | +13.9% | 7,727 | +0.3% | 0.02% | -9.5% |
| Q3 2023 | $404,316 | -4.2% | 7,703 | -0.0% | 0.02% | 0.0% |
| Q2 2023 | $422,235 | +62.2% | 7,705 | +56.0% | 0.02% | +40.0% |
| Q1 2023 | $260,286 | +3.3% | 4,939 | +0.3% | 0.02% | 0.0% |
| Q4 2022 | $251,925 | +9.5% | 4,925 | -0.2% | 0.02% | +15.4% |
| Q3 2022 | $230,000 | -3.0% | 4,937 | +0.1% | 0.01% | -7.1% |
| Q2 2022 | $237,000 | -14.1% | 4,930 | +0.1% | 0.01% | +7.7% |
| Q1 2022 | $276,000 | -6.1% | 4,924 | +0.6% | 0.01% | -7.1% |
| Q4 2021 | $294,000 | +5.8% | 4,897 | +1.2% | 0.01% | 0.0% |
| Q3 2021 | $278,000 | -1.4% | 4,838 | +0.1% | 0.01% | -6.7% |
| Q2 2021 | $282,000 | – | 4,833 | – | 0.02% | – |
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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% |