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 | $4,421,818 | +15.6% | 85,248 | +21.3% | 0.29% | +17.1% |
| Q1 2024 | $3,825,350 | +14.9% | 70,280 | +10.5% | 0.24% | +8.9% |
| Q4 2023 | $3,328,567 | +7.0% | 63,607 | -6.6% | 0.22% | +6.6% |
| Q3 2023 | $3,111,058 | -6.1% | 68,091 | -4.7% | 0.21% | -2.3% |
| Q2 2023 | $3,313,178 | +15.3% | 71,420 | +10.6% | 0.22% | +8.0% |
| Q1 2023 | $2,874,332 | -3.0% | 64,592 | -4.2% | 0.20% | -33.6% |
| Q4 2022 | $2,964,026 | +1090.4% | 67,441 | +954.9% | 0.30% | +1268.2% |
| Q3 2022 | $249,000 | -1.2% | 6,393 | +1.9% | 0.02% | +4.8% |
| Q2 2022 | $252,000 | +10.5% | 6,272 | +27.9% | 0.02% | +23.5% |
| Q1 2022 | $228,000 | -2.1% | 4,904 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $233,000 | – | 4,898 | – | 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% |