DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 395 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,130,317 | -4.4% | 118,186 | +0.4% | 0.38% | -14.2% |
| Q1 2024 | $6,409,197 | +4.0% | 117,751 | +0.0% | 0.44% | -2.2% |
| Q4 2023 | $6,161,020 | +14.5% | 117,734 | 0.0% | 0.45% | -8.3% |
| Q3 2023 | $5,379,266 | -4.3% | 117,734 | -2.9% | 0.49% | +1.9% |
| Q2 2023 | $5,622,097 | +4.2% | 121,192 | 0.0% | 0.48% | -1.2% |
| Q1 2023 | $5,393,044 | -3.3% | 121,192 | -4.5% | 0.49% | -13.4% |
| Q4 2022 | $5,575,014 | +7.6% | 126,849 | -4.6% | 0.57% | -4.7% |
| Q3 2022 | $5,183,634 | -5.3% | 133,016 | -2.3% | 0.60% | +5.5% |
| Q2 2022 | $5,474,425 | -16.3% | 136,112 | -3.1% | 0.56% | 0.0% |
| Q1 2022 | $6,539,692 | -2.9% | 140,397 | -0.9% | 0.56% | +1.4% |
| Q4 2021 | $6,732,396 | +5.9% | 141,675 | -1.1% | 0.56% | -15.4% |
| Q3 2021 | $6,360,300 | -0.9% | 143,250 | -0.0% | 0.66% | +1.2% |
| Q2 2021 | $6,421,075 | – | 143,317 | – | 0.65% | – |
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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% |