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 | $9,681,556 | +12.3% | 151,156 | +9.3% | 1.20% | -7.2% |
| Q1 2024 | $8,620,106 | +3.5% | 138,276 | -1.0% | 1.29% | +2.3% |
| Q4 2023 | $8,327,428 | +27.4% | 139,675 | +12.2% | 1.26% | +20.4% |
| Q3 2023 | $6,536,495 | +5.9% | 124,528 | +10.6% | 1.05% | -15.3% |
| Q2 2023 | $6,170,170 | +12.1% | 112,594 | +7.8% | 1.24% | +3.0% |
| Q1 2023 | $5,503,643 | +13.7% | 104,433 | +10.3% | 1.20% | +2.6% |
| Q4 2022 | $4,842,157 | +139.1% | 94,666 | +117.5% | 1.17% | +109.1% |
| Q3 2022 | $2,025,000 | +26.0% | 43,531 | +30.1% | 0.56% | +68.2% |
| Q2 2022 | $1,607,000 | +5.4% | 33,472 | +23.1% | 0.33% | -10.2% |
| Q1 2022 | $1,524,000 | +28.1% | 27,187 | +37.1% | 0.37% | +41.6% |
| Q4 2021 | $1,190,000 | +41.7% | 19,832 | +35.7% | 0.26% | +13.4% |
| Q3 2021 | $840,000 | -1.5% | 14,614 | +0.0% | 0.23% | -14.8% |
| Q2 2021 | $853,000 | – | 14,611 | – | 0.27% | – |
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% |