DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 477 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $202,735 | +14.5% | 3,874 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $177,011 | -1.5% | 3,874 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $179,723 | +4.2% | 3,874 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $172,400 | +1.3% | 3,874 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $170,270 | +12.8% | 3,874 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $151,000 | -2.6% | 3,874 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $155,000 | -13.4% | 3,862 | +0.4% | 0.02% | -6.2% |
| Q1 2022 | $179,000 | -2.2% | 3,848 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $183,000 | +8.3% | 3,842 | +0.5% | 0.02% | -20.0% |
| Q3 2021 | $169,000 | -1.2% | 3,821 | +0.2% | 0.02% | +17.6% |
| Q2 2021 | $171,000 | – | 3,813 | – | 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% |