DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 494 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,086,102 | -1.1% | 45,658 | +0.5% | 0.43% | +8.6% |
| Q2 2023 | $2,108,311 | +12.2% | 45,448 | +7.6% | 0.40% | +4.2% |
| Q1 2023 | $1,878,839 | -2.4% | 42,221 | -3.6% | 0.38% | +47.1% |
| Q4 2022 | $1,925,125 | +1.6% | 43,803 | -9.9% | 0.26% | -43.9% |
| Q3 2022 | $1,895,000 | -2.4% | 48,639 | +0.7% | 0.46% | +17.3% |
| Q2 2022 | $1,942,000 | -14.7% | 48,279 | -1.2% | 0.39% | -2.7% |
| Q1 2022 | $2,276,000 | +49.0% | 48,864 | +51.9% | 0.40% | +59.4% |
| Q4 2021 | $1,528,000 | +36.9% | 32,159 | +27.9% | 0.25% | +28.3% |
| Q3 2021 | $1,116,000 | – | 25,142 | – | 0.20% | – |
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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% |