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 | $2,135,079 | +2.5% | 38,160 | -0.3% | 0.26% | -15.4% |
| Q1 2024 | $2,082,518 | +3.7% | 38,260 | -0.3% | 0.31% | +2.6% |
| Q4 2023 | $2,008,396 | +11.4% | 38,379 | -2.7% | 0.30% | +5.2% |
| Q3 2023 | $1,802,274 | -1.9% | 39,446 | -0.4% | 0.29% | -21.5% |
| Q2 2023 | $1,837,587 | +4.2% | 39,612 | 0.0% | 0.37% | -4.4% |
| Q1 2023 | $1,762,721 | -13.4% | 39,612 | -14.5% | 0.38% | -21.7% |
| Q4 2022 | $2,035,136 | +7.9% | 46,306 | -4.3% | 0.49% | -5.7% |
| Q3 2022 | $1,886,000 | -4.0% | 48,392 | -0.9% | 0.52% | +28.3% |
| Q2 2022 | $1,964,000 | -14.0% | 48,842 | -0.4% | 0.41% | -26.8% |
| Q1 2022 | $2,285,000 | -2.1% | 49,049 | -0.1% | 0.56% | +8.2% |
| Q4 2021 | $2,334,000 | +6.9% | 49,119 | -0.2% | 0.51% | -14.5% |
| Q3 2021 | $2,184,000 | -0.9% | 49,194 | +0.0% | 0.60% | -14.3% |
| Q2 2021 | $2,204,000 | – | 49,188 | – | 0.70% | – |
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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% |