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 | $1,001,848 | +94503.2% | 16,675 | -1.8% | 0.07% | -12.7% |
| Q1 2024 | $1,059 | +10.3% | 16,975 | +5.3% | 0.08% | +1.3% |
| Q4 2023 | $960 | +4.5% | 16,114 | -7.9% | 0.08% | 0.0% |
| Q3 2023 | $919 | -0.6% | 17,499 | +3.5% | 0.08% | -1.3% |
| Q2 2023 | $925 | +3.6% | 16,903 | -0.1% | 0.08% | -4.8% |
| Q1 2023 | $893 | +3.4% | 16,920 | +0.1% | 0.08% | -5.7% |
| Q4 2022 | $864 | -99.9% | 16,898 | +0.2% | 0.09% | +2.3% |
| Q3 2022 | $784,000 | -3.0% | 16,860 | +0.2% | 0.09% | -28.3% |
| Q2 2022 | $808,000 | -14.1% | 16,830 | +0.2% | 0.12% | +14.3% |
| Q1 2022 | $941,000 | -8.0% | 16,800 | -1.5% | 0.10% | -14.6% |
| Q4 2021 | $1,023,000 | +11.7% | 17,050 | +6.8% | 0.12% | +1.7% |
| Q3 2021 | $916,000 | -1.6% | 15,967 | +0.1% | 0.12% | -12.9% |
| Q2 2021 | $931,000 | – | 15,944 | – | 0.14% | – |
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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% |