Baker Avenue Asset Management, LP - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 478 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$299,919
-3.6%
4,9920.0%0.01%
-16.7%
Q1 2024$311,201
+37.7%
4,992
+31.6%
0.01%
+20.0%
Q4 2023$226,079
+13.6%
3,7920.0%0.01%0.0%
Q3 2023$199,042
-4.2%
3,7920.0%0.01%0.0%
Q2 2023$207,8023,7920.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Index Fund Advisors, Inc. 6,719,714$403,720,38822.83%
DIXON FNANCIAL SERVICES, INC. 587,570$35,301,19919.79%
Tilson Financial Group, Inc. 271,573$16,31616.48%
M Financial Asset Management, Inc. 65,367$3,92715.14%
TCI Wealth Advisors, Inc. 2,257,202$135,612,68412.79%
Heritage Wealth Management, Inc./Texas 332,904$20,000,41812.46%
Disciplined Equity Management, Inc. 296,188$17,794,97611.72%
FMFE Wealth Management, LLC 204,265$12,272,23511.40%
Stordahl Capital Management, Inc. 673,724$40,477,34410.13%
Advisory Services & Investments, LLC 202,373$12,158,5548.45%
View complete list of DIMENSIONAL ETF TRUST shareholders