DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 494 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,723,114 | -5.3% | 91,057 | -0.6% | 0.22% | -5.5% |
| Q1 2024 | $4,986,755 | -87.9% | 91,618 | -88.3% | 0.24% | -88.9% |
| Q4 2023 | $41,073,438 | +15.2% | 784,893 | +0.6% | 2.11% | -0.3% |
| Q3 2023 | $35,664,560 | -1.3% | 780,577 | +0.2% | 2.11% | -3.1% |
| Q2 2023 | $36,126,163 | +0.6% | 778,749 | -3.5% | 2.18% | -6.0% |
| Q1 2023 | $35,912,607 | +14.2% | 807,025 | +12.8% | 2.32% | +2.3% |
| Q4 2022 | $31,441,605 | +2.7% | 715,395 | -8.9% | 2.27% | -12.9% |
| Q3 2022 | $30,605,000 | +8.3% | 785,337 | +11.8% | 2.60% | +4.7% |
| Q2 2022 | $28,247,000 | -17.4% | 702,309 | -4.3% | 2.49% | -13.0% |
| Q1 2022 | $34,186,000 | -3.4% | 733,917 | -1.4% | 2.86% | -6.9% |
| Q4 2021 | $35,376,000 | +6.8% | 744,446 | -0.2% | 3.07% | -12.9% |
| Q3 2021 | $33,134,000 | -1.0% | 746,255 | -0.1% | 3.52% | -25.4% |
| Q2 2021 | $33,481,000 | – | 747,293 | – | 4.72% | – |
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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% |