DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 337 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $371,500 | -4.3% | 7,162 | +0.4% | 0.02% | -5.6% |
| Q1 2024 | $388,244 | +4.2% | 7,133 | +0.2% | 0.02% | -5.3% |
| Q4 2023 | $372,523 | +15.0% | 7,119 | +0.4% | 0.02% | +5.6% |
| Q3 2023 | $324,021 | -1.1% | 7,092 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $327,725 | +104604.5% | 7,065 | +0.4% | 0.02% | +5.9% |
| Q1 2023 | $313 | -17.4% | 7,034 | -18.3% | 0.02% | -26.1% |
| Q4 2022 | $379 | -99.9% | 8,613 | -49.8% | 0.02% | +4.5% |
| Q3 2022 | $668,000 | +94.2% | 17,158 | +100.8% | 0.02% | +10.0% |
| Q2 2022 | $344,000 | -13.1% | 8,546 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $396,000 | -2.0% | 8,511 | +0.2% | 0.02% | +5.3% |
| Q4 2021 | $404,000 | +7.7% | 8,495 | +0.7% | 0.02% | -5.0% |
| Q3 2021 | $375,000 | -0.5% | 8,438 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $377,000 | – | 8,418 | – | 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% |