DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 477 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $949,792 | -4.7% | 18,311 | 0.0% | 0.02% | -12.0% |
| Q1 2024 | $996,668 | +4.0% | 18,311 | 0.0% | 0.02% | -32.4% |
| Q4 2023 | $958,215 | +14.5% | 18,311 | 0.0% | 0.04% | 0.0% |
| Q3 2023 | $836,630 | -1.5% | 18,311 | 0.0% | 0.04% | -7.5% |
| Q2 2023 | $849,448 | +4.2% | 18,311 | 0.0% | 0.04% | -25.9% |
| Q1 2023 | $814,840 | +1.3% | 18,311 | 0.0% | 0.05% | -5.3% |
| Q4 2022 | $804,768 | +11.8% | 18,311 | -0.8% | 0.06% | -1.7% |
| Q3 2022 | $720,000 | -4.9% | 18,466 | -1.9% | 0.06% | -17.1% |
| Q2 2022 | $757,000 | -13.7% | 18,821 | 0.0% | 0.07% | -1.4% |
| Q1 2022 | $877,000 | +3.4% | 18,821 | +5.5% | 0.07% | -20.2% |
| Q4 2021 | $848,000 | +29.9% | 17,846 | +21.4% | 0.09% | +18.7% |
| Q3 2021 | $653,000 | -0.9% | 14,698 | 0.0% | 0.08% | -3.8% |
| Q2 2021 | $659,000 | – | 14,698 | – | 0.08% | – |
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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% |