DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 477 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $234,504 | -4.7% | 4,521 | 0.0% | 0.06% | -11.1% |
| Q1 2024 | $246,078 | +4.0% | 4,521 | 0.0% | 0.06% | -3.1% |
| Q4 2023 | $236,584 | +14.5% | 4,521 | 0.0% | 0.06% | -7.1% |
| Q3 2023 | $206,564 | -1.5% | 4,521 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $209,729 | +4.2% | 4,521 | 0.0% | 0.07% | -5.5% |
| Q1 2023 | $201,184 | +14.2% | 4,521 | 0.0% | 0.07% | -12.0% |
| Q4 2022 | $176,183 | +0.1% | 4,521 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $176,000 | -9.7% | 4,521 | -6.1% | 0.08% | -21.7% |
| Q2 2022 | $195,000 | -12.9% | 4,813 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $224,000 | -2.2% | 4,813 | 0.0% | 0.11% | -3.5% |
| Q4 2021 | $229,000 | +0.9% | 4,813 | -5.8% | 0.12% | -10.2% |
| Q3 2021 | $227,000 | +0.4% | 5,110 | 0.0% | 0.13% | +1.6% |
| Q2 2021 | $226,000 | – | 5,110 | – | 0.13% | – |
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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% |