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 | $655,976 | -4.7% | 12,649 | +0.1% | 0.01% | -10.0% |
| Q1 2024 | $687,994 | +4.0% | 12,640 | +0.0% | 0.01% | -9.1% |
| Q4 2023 | $661,240 | +14.6% | 12,636 | +0.1% | 0.01% | +10.0% |
| Q3 2023 | $576,892 | -1.4% | 12,629 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $585,360 | +23.9% | 12,621 | +18.9% | 0.01% | +11.1% |
| Q1 2023 | $472,545 | +1.3% | 10,619 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $466,529 | +13.0% | 10,615 | +0.0% | 0.01% | 0.0% |
| Q3 2022 | $413,000 | -3.3% | 10,610 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $427,000 | -13.6% | 10,605 | +0.1% | 0.01% | +12.5% |
| Q1 2022 | $494,000 | -2.0% | 10,599 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $504,000 | +7.2% | 10,597 | +0.1% | 0.01% | -11.1% |
| Q3 2021 | $470,000 | -0.8% | 10,588 | +0.0% | 0.01% | +12.5% |
| Q2 2021 | $474,000 | – | 10,585 | – | 0.01% | – |
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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% |