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 | $8,956,251 | +13.5% | 141,803 | +12.0% | 0.06% | +3.6% |
| Q1 2024 | $7,892,629 | +8.3% | 126,606 | +3.6% | 0.06% | 0.0% |
| Q4 2023 | $7,285,258 | +11.4% | 122,195 | -1.9% | 0.06% | 0.0% |
| Q3 2023 | $6,541,117 | +6.1% | 124,617 | +10.7% | 0.06% | +7.7% |
| Q2 2023 | $6,167,456 | -6.4% | 112,545 | -10.0% | 0.05% | -21.2% |
| Q1 2023 | $6,592,141 | +8.8% | 125,088 | +5.6% | 0.07% | -1.5% |
| Q4 2022 | $6,060,245 | +13.4% | 118,480 | +3.2% | 0.07% | 0.0% |
| Q3 2022 | $5,343,000 | -3.2% | 114,857 | -0.1% | 0.07% | -11.8% |
| Q2 2022 | $5,517,000 | -13.1% | 114,944 | +1.5% | 0.08% | -6.2% |
| Q1 2022 | $6,348,000 | -7.1% | 113,234 | -0.6% | 0.08% | -16.5% |
| Q4 2021 | $6,833,000 | +4.6% | 113,907 | +0.2% | 0.10% | -11.0% |
| Q3 2021 | $6,534,000 | -3.1% | 113,641 | -1.6% | 0.11% | -12.8% |
| Q2 2021 | $6,743,000 | – | 115,469 | – | 0.12% | – |
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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% |