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 | $1,819,014 | -6.6% | 35,069 | -1.9% | 0.01% | -14.3% |
| Q1 2024 | $1,946,768 | -22.2% | 35,766 | -25.2% | 0.01% | -26.3% |
| Q4 2023 | $2,502,264 | +17.7% | 47,817 | +2.8% | 0.02% | 0.0% |
| Q3 2023 | $2,125,324 | -5.1% | 46,517 | +0.8% | 0.02% | 0.0% |
| Q2 2023 | $2,240,148 | +7.0% | 46,167 | -1.9% | 0.02% | -5.0% |
| Q1 2023 | $2,093,849 | +58.6% | 47,053 | +3.0% | 0.02% | -69.7% |
| Q4 2022 | $1,320,103 | -23.9% | 45,686 | +2.6% | 0.07% | +230.0% |
| Q3 2022 | $1,735,000 | +27.8% | 44,532 | +31.9% | 0.02% | +66.7% |
| Q2 2022 | $1,358,000 | +12.0% | 33,764 | +32.3% | 0.01% | +33.3% |
| Q4 2021 | $1,213,000 | -31.1% | 25,525 | -35.6% | 0.01% | -18.2% |
| Q3 2021 | $1,761,000 | +260.1% | 39,640 | +263.0% | 0.01% | +175.0% |
| Q2 2021 | $489,000 | – | 10,921 | – | 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% |