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 | $3,869 | -4.5% | 74,584 | +0.2% | 0.27% | -5.9% |
| Q1 2024 | $4,053 | +4.2% | 74,455 | +0.1% | 0.29% | -2.4% |
| Q4 2023 | $3,891 | +14.9% | 74,354 | +0.3% | 0.29% | +1.4% |
| Q3 2023 | $3,387 | -4.7% | 74,120 | -3.2% | 0.29% | +7.4% |
| Q2 2023 | $3,553 | -0.9% | 76,600 | -4.9% | 0.27% | -7.2% |
| Q1 2023 | $3,586 | +6.9% | 80,588 | +5.5% | 0.29% | -4.3% |
| Q4 2022 | $3,356 | -99.9% | 76,358 | -4.9% | 0.30% | -18.1% |
| Q3 2022 | $3,128,000 | -57.5% | 80,256 | -62.0% | 0.37% | -56.0% |
| Q2 2022 | $7,367,000 | +99.0% | 211,300 | +165.9% | 0.84% | +129.8% |
| Q1 2022 | $3,702,000 | -2.6% | 79,467 | -0.6% | 0.37% | 0.0% |
| Q4 2021 | $3,801,000 | +7.3% | 79,979 | +0.3% | 0.37% | -1.1% |
| Q3 2021 | $3,541,000 | -2.3% | 79,744 | -1.5% | 0.37% | 0.0% |
| Q2 2021 | $3,626,000 | – | 80,933 | – | 0.37% | – |
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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% |