DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 357 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $390,520 | -3.6% | 6,500 | 0.0% | 0.32% | -4.7% |
Q1 2024 | $405,210 | +4.6% | 6,500 | 0.0% | 0.34% | -0.6% |
Q4 2023 | $387,530 | +13.6% | 6,500 | 0.0% | 0.34% | +2.7% |
Q3 2023 | $341,185 | -4.2% | 6,500 | 0.0% | 0.33% | +2.1% |
Q2 2023 | $356,200 | +4.0% | 6,500 | 0.0% | 0.33% | -3.5% |
Q1 2023 | $342,550 | +3.0% | 6,500 | 0.0% | 0.34% | -2.9% |
Q4 2022 | $332,475 | +10.1% | 6,500 | 0.0% | 0.35% | +3.3% |
Q3 2022 | $302,000 | -3.2% | 6,500 | 0.0% | 0.34% | -1.7% |
Q2 2022 | $312,000 | -14.3% | 6,500 | 0.0% | 0.34% | +2.1% |
Q1 2022 | $364,000 | -6.7% | 6,500 | 0.0% | 0.34% | -3.4% |
Q4 2021 | $390,000 | – | 6,500 | – | 0.35% | – |
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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% |