DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 241 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,771,207 | -25.4% | 53,426 | -21.7% | 0.03% | -27.5% |
| Q1 2024 | $3,716,167 | +30.0% | 68,274 | +22.7% | 0.04% | +21.2% |
| Q4 2023 | $2,857,781 | -0.3% | 55,664 | -11.2% | 0.03% | -5.7% |
| Q3 2023 | $2,865,121 | -1.1% | 62,708 | +0.4% | 0.04% | +12.9% |
| Q2 2023 | $2,897,434 | +6.2% | 62,458 | +1.9% | 0.03% | -8.8% |
| Q1 2023 | $2,727,379 | +6.2% | 61,289 | +4.8% | 0.03% | -62.2% |
| Q4 2022 | $2,569,122 | +16.7% | 58,456 | +3.5% | 0.09% | +3.4% |
| Q3 2022 | $2,201,000 | -5.3% | 56,469 | -2.2% | 0.09% | -6.5% |
| Q2 2022 | $2,323,000 | -12.7% | 57,767 | +1.1% | 0.09% | -1.1% |
| Q1 2022 | $2,661,000 | +2.1% | 57,130 | +4.1% | 0.09% | +8.0% |
| Q4 2021 | $2,607,000 | +9.3% | 54,865 | +2.1% | 0.09% | -1.1% |
| Q3 2021 | $2,386,000 | +40.5% | 53,736 | +41.8% | 0.09% | +31.3% |
| Q2 2021 | $1,698,000 | – | 37,905 | – | 0.07% | – |
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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% |