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 | $770,139 | +0.4% | 12,819 | +4.2% | 0.21% | -4.1% |
| Q1 2024 | $766,785 | +4.6% | 12,300 | +0.1% | 0.22% | -10.8% |
| Q4 2023 | $732,821 | +13.4% | 12,292 | -0.1% | 0.25% | +8.3% |
| Q3 2023 | $646,164 | -22.7% | 12,310 | -19.4% | 0.23% | -20.7% |
| Q2 2023 | $836,456 | +3.5% | 15,264 | -0.4% | 0.29% | -8.5% |
| Q1 2023 | $808,019 | +45.5% | 15,332 | +41.2% | 0.32% | +38.4% |
| Q4 2022 | $555,253 | – | 10,855 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARK & TLK INVESTMENTS, LLC | 1,872,511 | $60,249,702 | 23.51% |
| Index Fund Advisors, Inc. | 6,795,372 | $423,623,469 | 23.39% |
| DIXON FNANCIAL SERVICES, INC. | 590,435 | $36,807,711 | 20.38% |
| M Financial Asset Management, Inc. | 79,777 | $4,973 | 13.84% |
| TCI Wealth Advisors, Inc. | 2,157,950 | $134,526,631 | 13.26% |
| Heritage Wealth Management, Inc./Texas | 309,243 | $19,278,104 | 12.52% |
| Disciplined Equity Management, Inc. | 292,761 | $18,250,721 | 12.12% |
| FMFE Wealth Management, LLC | 204,401 | $12,742,365 | 11.69% |
| Stordahl Capital Management, Inc. | 666,496 | $41,549,374 | 10.41% |
| ML & R WEALTH MANAGEMENT LLC | 703,655 | $43,865,862 | 10.08% |