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 | $1,113,785 | -14.0% | 21,473 | -9.7% | 0.09% | -14.6% |
| Q1 2024 | $1,294,949 | +4.0% | 23,791 | +0.0% | 0.10% | -2.8% |
| Q4 2023 | $1,244,853 | +14.6% | 23,789 | +0.0% | 0.11% | +2.9% |
| Q3 2023 | $1,086,673 | -1.5% | 23,784 | +0.0% | 0.10% | +4.0% |
| Q2 2023 | $1,103,092 | +4.3% | 23,779 | +0.0% | 0.10% | -1.0% |
| Q1 2023 | $1,057,903 | +1.3% | 23,773 | +0.0% | 0.10% | -2.0% |
| Q4 2022 | $1,044,661 | +11.1% | 23,769 | -1.4% | 0.10% | -1.0% |
| Q3 2022 | $940,000 | -3.0% | 24,109 | +0.1% | 0.10% | +1.0% |
| Q2 2022 | $969,000 | -13.6% | 24,089 | +0.1% | 0.10% | -3.8% |
| Q1 2022 | $1,121,000 | -21.9% | 24,067 | -20.4% | 0.11% | -21.5% |
| Q4 2021 | $1,436,000 | +6.2% | 30,221 | -0.7% | 0.14% | -2.9% |
| Q3 2021 | $1,352,000 | -0.8% | 30,441 | +0.0% | 0.14% | -31.5% |
| Q2 2021 | $1,363,000 | – | 30,428 | – | 0.20% | – |
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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% |