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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,569,232 | -13.3% | 68,811 | -9.1% | 0.60% | -17.8% |
| Q1 2024 | $4,118,450 | +54.0% | 75,665 | +48.1% | 0.72% | +38.1% |
| Q4 2023 | $2,673,712 | +523.5% | 51,093 | +444.4% | 0.52% | +409.7% |
| Q3 2023 | $428,848 | -31.9% | 9,386 | -30.8% | 0.10% | -32.2% |
| Q2 2023 | $629,408 | -10.7% | 13,568 | -15.8% | 0.15% | -18.3% |
| Q1 2023 | $705,192 | +105.8% | 16,119 | +106.7% | 0.19% | +106.7% |
| Q4 2022 | $342,704 | +12.7% | 7,798 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $304,000 | -7.0% | 7,798 | +5.2% | 0.09% | +8.4% |
| Q2 2022 | $327,000 | +6.5% | 7,412 | +12.6% | 0.08% | +13.7% |
| Q1 2022 | $307,000 | -1.0% | 6,583 | +0.9% | 0.07% | -18.0% |
| Q4 2021 | $310,000 | +8.0% | 6,525 | +0.8% | 0.09% | -5.3% |
| Q3 2021 | $287,000 | +7.9% | 6,474 | +9.2% | 0.09% | +5.6% |
| Q2 2021 | $266,000 | – | 5,928 | – | 0.09% | – |
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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% |