CWM, LLC - DIMENSIONAL ETF TRUST ownership

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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%.

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Quarter-by-quarter ownership
CWM, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$3,115
+205.4%
60,054
+220.4%
0.02%
+200.0%
Q1 2024$1,020
+7.3%
18,742
+3.2%
0.01%0.0%
Q4 2023$951
+95.3%
18,169
+70.3%
0.01%
+66.7%
Q3 2023$487
-1.6%
10,6670.0%0.00%0.0%
Q2 2023$495
+14.1%
10,667
+9.4%
0.00%0.0%
Q1 2023$434
+12.7%
9,749
+11.4%
0.00%0.0%
Q4 2022$385
-99.9%
8,749
-11.0%
0.00%0.0%
Q3 2022$383,000
-3.5%
9,834
-0.4%
0.00%0.0%
Q2 2022$397,000
+2.3%
9,873
+20.9%
0.00%0.0%
Q4 2021$388,000
+14.8%
8,167
+8.3%
0.00%0.0%
Q2 2021$338,0000.0%7,5420.0%0.00%0.0%
Q1 2021$338,0000.0%7,5420.0%0.00%0.0%
Q4 2020$338,0000.0%7,5420.0%0.00%0.0%
Q3 2020$338,0000.0%7,5420.0%0.00%0.0%
Q2 2020$338,0000.0%7,5420.0%0.00%0.0%
Q1 2020$338,0000.0%7,5420.0%0.00%0.0%
Q4 2019$338,0000.0%7,5420.0%0.00%0.0%
Q3 2019$338,0000.0%7,5420.0%0.00%0.0%
Q2 2019$338,0000.0%7,5420.0%0.00%0.0%
Q1 2019$338,000–7,542–0.00%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
FMFE Wealth Management, LLC 535,869$27,795,53725.82%
GREAT OAK CAPITAL PARTNERS, LLC 1,183,352$61,995,78623.33%
BAYSHORE ASSET MANAGEMENT, LLC 886,486$45,982,03223.12%
Trust Co of the South 1,840,582$95,471,00422.61%
Index Fund Advisors, Inc. 7,507,263$389,401,74522.02%
JACKSON THORNTON ASSET MANAGEMENT, LLC 2,730,642$141,638,36621.68%
Team Hewins, LLC 996,747$51,701,29021.48%
KRAFT ASSET MANAGEMENT, LLC 474,479$24,611,20220.69%
Efficient Frontier Advisors LLC 498,684$25,86718.23%
Meritas Wealth Management, LLC 464,688$24,103,34317.00%
View complete list of DIMENSIONAL ETF TRUST shareholders