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 | $10,577,071 | +3.2% | 203,915 | +8.3% | 0.06% | -14.5% |
| Q1 2024 | $10,248,650 | +14.4% | 188,290 | +10.0% | 0.07% | -5.5% |
| Q4 2023 | $8,960,256 | +17.0% | 171,226 | +2.2% | 0.07% | -2.7% |
| Q3 2023 | $7,656,776 | +14.6% | 167,581 | +16.4% | 0.08% | +11.9% |
| Q2 2023 | $6,680,809 | +20.4% | 144,014 | +15.5% | 0.07% | +11.7% |
| Q1 2023 | $5,549,269 | +4.0% | 124,703 | +2.8% | 0.06% | +27.7% |
| Q4 2022 | $5,333,948 | -99.9% | 121,364 | -46.1% | 0.05% | 0.0% |
| Q3 2022 | $4,394,390,000 | +108162.9% | 225,316 | +123.3% | 0.05% | +11.9% |
| Q2 2022 | $4,059,000 | +4.4% | 100,921 | +21.0% | 0.04% | +5.0% |
| Q1 2022 | $3,887,000 | +15.1% | 83,438 | +17.4% | 0.04% | +17.6% |
| Q4 2021 | $3,378,000 | -3.4% | 71,082 | -9.8% | 0.03% | -2.9% |
| Q3 2021 | $3,497,000 | +15.8% | 78,762 | +16.8% | 0.04% | +2.9% |
| Q2 2021 | $3,021,000 | – | 67,426 | – | 0.03% | – |
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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% |