DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 362 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $39,985,245 | -1.1% | 770,874 | +3.8% | 0.06% | -5.0% |
| Q1 2024 | $40,412,096 | +11.0% | 742,460 | +6.8% | 0.06% | +1.7% |
| Q4 2023 | $36,395,625 | +24.1% | 695,502 | +8.4% | 0.06% | +11.3% |
| Q3 2023 | $29,324,778 | +0.2% | 641,820 | +1.7% | 0.05% | +1.9% |
| Q2 2023 | $29,273,808 | +3.6% | 631,037 | -0.6% | 0.05% | -3.7% |
| Q1 2023 | $28,250,305 | +10.7% | 634,838 | +9.4% | 0.05% | +5.9% |
| Q4 2022 | $25,509,553 | +26.7% | 580,412 | +12.4% | 0.05% | +13.3% |
| Q3 2022 | $20,128,000 | +8.0% | 516,504 | +11.4% | 0.04% | +9.8% |
| Q2 2022 | $18,645,000 | -20.6% | 463,564 | -8.0% | 0.04% | -6.8% |
| Q1 2022 | $23,469,000 | +8.1% | 503,850 | +10.2% | 0.04% | +7.3% |
| Q4 2021 | $21,719,000 | +21.1% | 457,059 | +13.2% | 0.04% | +13.9% |
| Q3 2021 | $17,929,000 | -1.6% | 403,808 | -0.7% | 0.04% | -2.7% |
| Q2 2021 | $18,214,000 | – | 406,537 | – | 0.04% | – |
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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% |