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 | $735,309 | -9.8% | 14,176 | -5.3% | 0.02% | -15.4% |
Q1 2024 | $814,763 | -11.0% | 14,969 | -14.5% | 0.03% | -18.8% |
Q4 2023 | $915,670 | +14.5% | 17,498 | 0.0% | 0.03% | -20.0% |
Q3 2023 | $799,484 | -3.8% | 17,498 | -2.3% | 0.04% | 0.0% |
Q2 2023 | $830,706 | +13.5% | 17,907 | +8.9% | 0.04% | -11.1% |
Q1 2023 | $732,025 | +41.2% | 16,450 | +39.5% | 0.04% | +21.6% |
Q4 2022 | $518,346 | – | 11,794 | – | 0.04% | – |
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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% |