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 | $18,317,828 | +7.9% | 353,149 | +13.3% | 0.69% | +8.5% |
| Q1 2024 | $16,972,238 | +395.8% | 311,818 | +376.6% | 0.63% | +355.4% |
| Q4 2023 | $3,423,487 | +34.9% | 65,421 | +17.8% | 0.14% | +13.0% |
| Q3 2023 | $2,538,088 | -2.7% | 55,550 | -1.2% | 0.12% | +2.5% |
| Q2 2023 | $2,608,017 | -0.2% | 56,219 | -4.3% | 0.12% | -11.1% |
| Q1 2023 | $2,613,340 | -0.5% | 58,727 | -1.7% | 0.14% | -4.3% |
| Q4 2022 | $2,625,415 | +0.1% | 59,736 | -11.2% | 0.14% | -11.3% |
| Q3 2022 | $2,623,000 | -4.9% | 67,305 | -1.9% | 0.16% | +1.9% |
| Q2 2022 | $2,759,000 | -17.6% | 68,587 | -4.6% | 0.16% | -7.1% |
| Q1 2022 | $3,349,000 | +64.0% | 71,895 | +67.3% | 0.17% | +69.7% |
| Q4 2021 | $2,042,000 | +6.9% | 42,979 | +0.8% | 0.10% | -3.9% |
| Q2 2021 | $1,910,000 | – | 42,641 | – | 0.10% | – |
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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% |