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 | $1,207,733 | -5.5% | 23,284 | -0.8% | 0.03% | -5.9% |
| Q1 2024 | $1,278,125 | +4.7% | 23,482 | +0.7% | 0.03% | -15.0% |
| Q4 2023 | $1,220,635 | +13.7% | 23,326 | -0.7% | 0.04% | 0.0% |
| Q3 2023 | $1,073,610 | +7.9% | 23,498 | +9.6% | 0.04% | +5.3% |
| Q2 2023 | $994,630 | +3.9% | 21,441 | -0.4% | 0.04% | -5.0% |
| Q1 2023 | $957,563 | -1.9% | 21,518 | -3.1% | 0.04% | -14.9% |
| Q4 2022 | $975,847 | +11.7% | 22,204 | -1.0% | 0.05% | +2.2% |
| Q3 2022 | $874,000 | -7.1% | 22,438 | -4.1% | 0.05% | -6.1% |
| Q2 2022 | $941,000 | -13.7% | 23,403 | +0.1% | 0.05% | -2.0% |
| Q1 2022 | $1,090,000 | +0.4% | 23,390 | +2.4% | 0.05% | +2.0% |
| Q4 2021 | $1,086,000 | +6.0% | 22,852 | -1.0% | 0.05% | -5.8% |
| Q3 2021 | $1,025,000 | -30.1% | 23,080 | -29.5% | 0.05% | -33.3% |
| Q2 2021 | $1,467,000 | – | 32,750 | – | 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% |