DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 402 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $768,159 | -32.5% | 14,809 | -29.2% | 0.01% | -22.2% |
| Q1 2024 | $1,137,855 | +3.5% | 20,905 | -0.5% | 0.01% | 0.0% |
| Q4 2023 | $1,098,996 | -72.0% | 21,001 | -75.6% | 0.01% | -65.4% |
| Q3 2023 | $3,926,740 | -1.9% | 85,943 | -0.4% | 0.03% | +18.2% |
| Q2 2023 | $4,004,481 | +1.7% | 86,322 | -2.4% | 0.02% | 0.0% |
| Q1 2023 | $3,936,091 | +1.5% | 88,451 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $3,878,519 | +9.3% | 88,248 | -3.1% | 0.02% | +4.8% |
| Q3 2022 | $3,548,000 | -3.1% | 91,037 | +0.1% | 0.02% | +5.0% |
| Q2 2022 | $3,660,000 | -12.3% | 90,990 | +1.5% | 0.02% | 0.0% |
| Q1 2022 | $4,174,000 | +2.2% | 89,612 | +4.2% | 0.02% | +5.3% |
| Q4 2021 | $4,085,000 | +2.1% | 85,962 | -4.6% | 0.02% | -5.0% |
| Q3 2021 | $4,000,000 | -0.9% | 90,096 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $4,035,000 | – | 90,058 | – | 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% |