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 | $240,882 | -85.7% | 4,644 | -85.0% | 0.01% | -86.6% |
| Q1 2024 | $1,680,459 | +0.1% | 30,874 | -3.8% | 0.07% | -10.7% |
| Q4 2023 | $1,679,217 | +1.7% | 32,089 | -11.2% | 0.08% | -10.7% |
| Q3 2023 | $1,651,414 | +27.3% | 36,144 | +29.3% | 0.08% | +23.5% |
| Q2 2023 | $1,297,150 | +464.0% | 27,962 | +441.1% | 0.07% | +423.1% |
| Q1 2023 | $229,998 | +13.5% | 5,168 | +12.1% | 0.01% | 0.0% |
| Q4 2022 | $202,617 | -4.9% | 4,610 | +2.7% | 0.01% | -18.8% |
| Q4 2021 | $213,000 | – | 4,490 | – | 0.02% | – |
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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% |