DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 582 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34,509,817 | +22.7% | 665,314 | +28.7% | 0.09% | +23.0% |
| Q1 2024 | $28,130,619 | +5.9% | 516,821 | +1.8% | 0.07% | -14.9% |
| Q4 2023 | $26,565,525 | +15.9% | 507,646 | +1.2% | 0.09% | -21.6% |
| Q3 2023 | $22,917,989 | -4.5% | 501,598 | -3.0% | 0.11% | +19.4% |
| Q2 2023 | $23,999,125 | -98.3% | 517,344 | -1.6% | 0.09% | -97.2% |
| Q1 2023 | $1,422,271,783 | +5614.3% | 525,553 | +786.9% | 3.35% | +2009.4% |
| Q4 2022 | $24,889,684 | +13.6% | 59,259 | -89.5% | 0.16% | -39.5% |
| Q3 2022 | $21,910,000 | +18.2% | 562,224 | +22.0% | 0.26% | +28.3% |
| Q2 2022 | $18,534,000 | +605.3% | 460,834 | +3.3% | 0.20% | +400.0% |
| Q1 2022 | $2,628,000 | +14500.0% | 446,098 | +21.0% | 0.04% | – |
| Q4 2021 | $18,000 | – | 368,607 | – | 0.00% | – |
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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% |