DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 468 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,368,345 | -0.3% | 26,380 | +4.6% | 0.20% | -6.5% |
| Q1 2024 | $1,372,577 | +19.1% | 25,217 | +14.5% | 0.22% | +1.9% |
| Q4 2023 | $1,152,556 | +50.3% | 22,025 | +31.3% | 0.21% | +36.1% |
| Q3 2023 | $766,662 | +12.0% | 16,780 | +13.7% | 0.16% | +8.4% |
| Q2 2023 | $684,368 | -11.5% | 14,752 | -15.1% | 0.14% | -23.9% |
| Q1 2023 | $772,913 | +56.0% | 17,369 | +54.1% | 0.19% | +52.8% |
| Q4 2022 | $495,302 | +26.7% | 11,270 | +28.3% | 0.12% | +18.3% |
| Q3 2022 | $391,000 | – | 8,781 | – | 0.10% | – |
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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% |