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 | $2,075,073 | -4.7% | 40,005 | 0.0% | 0.50% | -5.8% |
| Q1 2024 | $2,177,487 | +4.0% | 40,005 | +0.0% | 0.53% | -1.5% |
| Q4 2023 | $2,092,813 | +14.2% | 39,993 | -0.3% | 0.54% | +0.2% |
| Q3 2023 | $1,832,397 | -1.9% | 40,105 | -0.4% | 0.54% | -1.5% |
| Q2 2023 | $1,868,821 | -36.4% | 40,285 | -39.0% | 0.54% | -44.0% |
| Q1 2023 | $2,938,736 | -59.0% | 66,039 | -59.5% | 0.97% | -66.4% |
| Q4 2022 | $7,168,157 | -12.3% | 163,098 | -22.2% | 2.90% | -11.7% |
| Q3 2022 | $8,170,000 | -7.7% | 209,648 | -4.8% | 3.28% | -5.3% |
| Q2 2022 | $8,856,000 | -18.6% | 220,193 | -5.7% | 3.47% | -2.6% |
| Q1 2022 | $10,873,000 | +192.4% | 233,418 | +198.4% | 3.56% | +226.0% |
| Q4 2021 | $3,718,000 | – | 78,235 | – | 1.09% | – |
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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% |