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 | $275,340 | -3.6% | 4,582 | -0.0% | 0.02% | -65.5% |
| Q1 2024 | $285,697 | +4.6% | 4,583 | 0.0% | 0.06% | -3.5% |
| Q4 2023 | $273,231 | +13.7% | 4,583 | +0.1% | 0.06% | -1.7% |
| Q3 2023 | $240,296 | -4.1% | 4,578 | +0.1% | 0.06% | -3.3% |
| Q2 2023 | $250,580 | +4.1% | 4,573 | +0.1% | 0.06% | -10.4% |
| Q1 2023 | $240,697 | +3.1% | 4,567 | +0.1% | 0.07% | -8.2% |
| Q4 2022 | $233,439 | +10.1% | 4,564 | +0.1% | 0.07% | -5.2% |
| Q3 2022 | $212,029 | -3.0% | 4,558 | +0.1% | 0.08% | -7.2% |
| Q2 2022 | $218,539 | -14.3% | 4,553 | +0.1% | 0.08% | +1.2% |
| Q1 2022 | $254,967 | -6.5% | 4,548 | +0.0% | 0.08% | -9.9% |
| Q4 2021 | $272,704 | +5.3% | 4,546 | +1.0% | 0.09% | -9.0% |
| Q3 2021 | $258,863 | -1.5% | 4,502 | +0.1% | 0.10% | -2.9% |
| Q2 2021 | $262,697 | – | 4,498 | – | 0.10% | – |
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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% |