DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 395 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,178,254 | -0.2% | 581,807 | +4.7% | 0.06% | -6.3% |
| Q1 2024 | $30,232,533 | +21.9% | 555,439 | +17.2% | 0.06% | +6.8% |
| Q4 2023 | $24,793,301 | +20.9% | 473,787 | +5.6% | 0.06% | +7.3% |
| Q3 2023 | $20,507,353 | +6.8% | 448,838 | +8.5% | 0.06% | +7.8% |
| Q2 2023 | $19,193,557 | +116196.4% | 413,742 | +11.6% | 0.05% | +6.2% |
| Q1 2023 | $16,504 | +9.4% | 370,885 | +8.0% | 0.05% | -2.0% |
| Q4 2022 | $15,089 | -99.9% | 343,296 | +12.4% | 0.05% | +2.1% |
| Q3 2022 | $11,907,000 | +14.2% | 305,522 | +17.9% | 0.05% | +11.6% |
| Q2 2022 | $10,423,000 | +47.5% | 259,146 | +70.8% | 0.04% | +59.3% |
| Q1 2022 | $7,067,000 | +152.7% | 151,704 | +157.8% | 0.03% | +125.0% |
| Q4 2021 | $2,797,000 | +48.2% | 58,849 | +38.5% | 0.01% | +20.0% |
| Q3 2021 | $1,887,000 | -13.5% | 42,495 | -12.7% | 0.01% | -28.6% |
| Q2 2021 | $2,182,000 | – | 48,701 | – | 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% |