DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 607 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,058,645 | +0.2% | 50,910 | +3.9% | 1.11% | -2.9% |
| Q1 2024 | $3,053,871 | +3.7% | 48,987 | -0.8% | 1.15% | -4.6% |
| Q4 2023 | $2,944,490 | +19.1% | 49,388 | +4.9% | 1.20% | +6.1% |
| Q3 2023 | $2,472,457 | -3.1% | 47,103 | +1.2% | 1.13% | -3.2% |
| Q2 2023 | $2,551,545 | +14.1% | 46,561 | +6.5% | 1.17% | +5.7% |
| Q4 2022 | $2,235,316 | – | 43,701 | – | 1.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,760,456 | $370,473,004 | 24.24% |
| DIXON FNANCIAL SERVICES, INC. | 604,920 | $33,149,610 | 21.54% |
| RESOURCE CONSULTING GROUP INC | 1,391,338 | $76,245,325 | 15.07% |
| Heritage Wealth Management, Inc./Texas | 286,790 | $15,715,563 | 13.91% |
| M Financial Asset Management, Inc. | 78,724 | $4,314 | 13.90% |
| TCI Wealth Advisors, Inc. | 1,980,320 | $108,521,561 | 13.86% |
| Disciplined Equity Management, Inc. | 271,166 | $14,859,897 | 12.11% |
| Stordahl Capital Management, Inc. | 622,643 | $34,120,833 | 9.84% |
| Tilson Financial Group, Inc. | 95,934 | $5,257 | 8.94% |
| Moisand Fitzgerald Tamayo, LLC | 792,218 | $43,413,550 | 8.87% |