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 | $26,211,624 | -5.4% | 509,755 | +0.1% | 0.44% | -38.2% |
| Q1 2024 | $27,714,401 | +1.4% | 509,175 | -2.5% | 0.71% | -3.8% |
| Q4 2023 | $27,328,686 | +6.6% | 522,237 | -7.0% | 0.74% | -18.5% |
| Q3 2023 | $25,648,295 | -4.5% | 561,355 | -3.0% | 0.91% | -1.0% |
| Q2 2023 | $26,856,533 | +1.4% | 578,929 | -2.7% | 0.92% | -1.9% |
| Q1 2023 | $26,484,180 | -2.2% | 595,150 | -3.4% | 0.94% | -30.3% |
| Q4 2022 | $27,086,637 | +9.0% | 616,280 | -3.3% | 1.34% | -6.4% |
| Q3 2022 | $24,844,000 | -5.4% | 637,504 | -2.4% | 1.43% | -2.6% |
| Q2 2022 | $26,263,000 | -17.1% | 652,981 | -4.0% | 1.47% | -8.3% |
| Q1 2022 | $31,689,000 | -1.9% | 680,304 | +0.1% | 1.60% | +1.8% |
| Q4 2021 | $32,291,000 | +5.9% | 679,531 | -1.0% | 1.58% | -3.3% |
| Q3 2021 | $30,489,000 | -4.2% | 686,694 | -3.3% | 1.63% | -5.1% |
| Q2 2021 | $31,820,000 | – | 710,223 | – | 1.72% | – |
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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% |