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 | $2,718,320 | -3.6% | 45,245 | +0.0% | 0.71% | -7.4% |
| Q1 2024 | $2,820,262 | +4.1% | 45,240 | -0.4% | 0.77% | -8.0% |
| Q4 2023 | $2,709,133 | +24.0% | 45,440 | +9.2% | 0.84% | +6.5% |
| Q3 2023 | $2,184,371 | -7.9% | 41,615 | -3.8% | 0.78% | -8.4% |
| Q2 2023 | $2,371,378 | -13.1% | 43,273 | -16.4% | 0.86% | -18.1% |
| Q1 2023 | $2,727,923 | -48.2% | 51,763 | -49.8% | 1.05% | -57.6% |
| Q4 2022 | $5,270,637 | +16.2% | 103,043 | +5.7% | 2.47% | +3.8% |
| Q3 2022 | $4,535,000 | +4.1% | 97,476 | +7.4% | 2.38% | +6.5% |
| Q2 2022 | $4,358,000 | -12.0% | 90,796 | +2.7% | 2.23% | -20.4% |
| Q1 2022 | $4,955,000 | +2.1% | 88,382 | +9.2% | 2.80% | +4.6% |
| Q4 2021 | $4,854,000 | – | 80,912 | – | 2.68% | – |
Download | ||||||
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% |