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 | $6,132,222 | -3.7% | 118,222 | +1.1% | 0.05% | -5.3% |
| Q1 2024 | $6,366,011 | +4.9% | 116,957 | +0.8% | 0.06% | -5.0% |
| Q4 2023 | $6,069,130 | -3.5% | 115,978 | -15.8% | 0.06% | -11.8% |
| Q3 2023 | $6,292,506 | +8.0% | 137,721 | +9.7% | 0.07% | +11.5% |
| Q2 2023 | $5,824,258 | -5.7% | 125,549 | -9.6% | 0.06% | -11.6% |
| Q1 2023 | $6,177,860 | -0.9% | 138,828 | -2.1% | 0.07% | -5.5% |
| Q4 2022 | $6,230,920 | +246.0% | 141,772 | +206.7% | 0.07% | +204.2% |
| Q3 2022 | $1,801,000 | +1.1% | 46,222 | +4.4% | 0.02% | +9.1% |
| Q2 2022 | $1,781,000 | -12.6% | 44,280 | +1.3% | 0.02% | 0.0% |
| Q1 2022 | $2,037,000 | +7.1% | 43,733 | +9.2% | 0.02% | +10.0% |
| Q4 2021 | $1,902,000 | +9.4% | 40,034 | +2.2% | 0.02% | 0.0% |
| Q3 2021 | $1,739,000 | +2.3% | 39,168 | +3.2% | 0.02% | 0.0% |
| Q2 2021 | $1,700,000 | – | 37,937 | – | 0.02% | – |
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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% |