DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 582 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,581,000 | -10.7% | 107,585 | -6.2% | 0.00% | 0.0% |
| Q1 2024 | $6,247,000 | -4.2% | 114,753 | -7.9% | 0.00% | -50.0% |
| Q4 2023 | $6,519,000 | +36.4% | 124,577 | +19.1% | 0.00% | +100.0% |
| Q3 2023 | $4,778,000 | +136.7% | 104,577 | +140.2% | 0.00% | 0.0% |
| Q2 2023 | $2,019,000 | -33.5% | 43,531 | -36.2% | 0.00% | 0.0% |
| Q1 2023 | $3,037,000 | +244.3% | 68,248 | +240.4% | 0.00% | – |
| Q4 2022 | $882,000 | -29.7% | 20,051 | -37.7% | 0.00% | – |
| Q3 2022 | $1,255,000 | +76.0% | 32,209 | +81.6% | 0.00% | – |
| Q2 2022 | $713,000 | +67.4% | 17,735 | +94.3% | 0.00% | – |
| Q1 2022 | $426,000 | -39.5% | 9,127 | -38.3% | 0.00% | – |
| Q4 2021 | $704,000 | +80.5% | 14,803 | +68.7% | 0.00% | – |
| Q3 2021 | $390,000 | -67.6% | 8,774 | -67.3% | 0.00% | – |
| Q2 2021 | $1,202,000 | – | 26,831 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FMFE Wealth Management, LLC | 535,869 | $27,795,537 | 25.82% |
| GREAT OAK CAPITAL PARTNERS, LLC | 1,183,352 | $61,995,786 | 23.33% |
| BAYSHORE ASSET MANAGEMENT, LLC | 886,486 | $45,982,032 | 23.12% |
| Trust Co of the South | 1,840,582 | $95,471,004 | 22.61% |
| Index Fund Advisors, Inc. | 7,507,263 | $389,401,745 | 22.02% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,730,642 | $141,638,366 | 21.68% |
| Team Hewins, LLC | 996,747 | $51,701,290 | 21.48% |
| KRAFT ASSET MANAGEMENT, LLC | 474,479 | $24,611,202 | 20.69% |
| Efficient Frontier Advisors LLC | 498,684 | $25,867 | 18.23% |
| Meritas Wealth Management, LLC | 464,688 | $24,103,343 | 17.00% |