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 | $701,729 | +3.7% | 13,529 | +8.8% | 0.02% | -4.3% |
| Q1 2024 | $677,011 | +10.0% | 12,438 | +2.7% | 0.02% | 0.0% |
| Q4 2023 | $615,688 | +9.4% | 12,115 | -1.7% | 0.02% | -14.8% |
| Q3 2023 | $562,836 | +5.6% | 12,319 | +7.2% | 0.03% | -3.6% |
| Q2 2023 | $533,030 | +5.5% | 11,490 | +1.2% | 0.03% | -6.7% |
| Q1 2023 | $505,359 | +14.9% | 11,356 | +13.5% | 0.03% | 0.0% |
| Q4 2022 | $439,786 | +13.9% | 10,007 | +1.1% | 0.03% | +3.4% |
| Q3 2022 | $386,000 | +9.0% | 9,900 | +12.4% | 0.03% | +7.4% |
| Q2 2022 | $354,000 | +64.7% | 8,804 | +94.7% | 0.03% | +80.0% |
| Q4 2021 | $215,000 | -31.7% | 4,522 | -35.6% | 0.02% | -40.0% |
| Q2 2021 | $315,000 | – | 7,025 | – | 0.02% | – |
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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% |