DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 452 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,865,301 | +81.5% | 264,070 | +88.3% | 6.66% | +80.6% |
| Q1 2024 | $8,740,740 | -3.7% | 140,211 | -7.9% | 3.69% | +0.9% |
| Q4 2023 | $9,080,616 | +17.5% | 152,308 | +3.5% | 3.66% | -20.7% |
| Q3 2023 | $7,725,583 | -1.2% | 147,182 | +3.1% | 4.61% | +15.0% |
| Q2 2023 | $7,820,398 | +11.1% | 142,708 | +6.8% | 4.01% | +3.8% |
| Q1 2023 | $7,041,036 | +120651.8% | 133,606 | +117098.2% | 3.86% | +128666.7% |
| Q4 2022 | $5,831 | – | 114 | – | 0.00% | – |
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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% |