DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 241 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,328,979 | -5.6% | 218,411 | -0.9% | 1.70% | -7.5% |
| Q1 2024 | $11,995,828 | +2.6% | 220,390 | -1.4% | 1.84% | -9.2% |
| Q4 2023 | $11,691,831 | +10.8% | 223,425 | -3.2% | 2.02% | -9.2% |
| Q3 2023 | $10,549,273 | -3.9% | 230,888 | -2.4% | 2.23% | -0.8% |
| Q2 2023 | $10,974,854 | +3.4% | 236,578 | -0.8% | 2.24% | -1.0% |
| Q1 2023 | $10,613,028 | -6.6% | 238,495 | -7.8% | 2.27% | -12.5% |
| Q4 2022 | $11,368,063 | +9.9% | 258,659 | -2.5% | 2.59% | -8.6% |
| Q3 2022 | $10,340,000 | -4.5% | 265,337 | -1.5% | 2.84% | -2.7% |
| Q2 2022 | $10,831,000 | +56.0% | 269,303 | +80.7% | 2.91% | -7.8% |
| Q1 2022 | $6,944,000 | -46.6% | 149,068 | -45.5% | 3.16% | -13.7% |
| Q4 2021 | $13,002,000 | +6.7% | 273,621 | -0.3% | 3.66% | -10.6% |
| Q3 2021 | $12,186,000 | -2.2% | 274,468 | -1.3% | 4.10% | -9.5% |
| Q2 2021 | $12,462,000 | – | 278,141 | – | 4.52% | – |
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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% |