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 | $795,391 | -5.9% | 15,334 | -1.2% | 0.10% | -23.1% |
| Q1 2024 | $844,906 | +4.0% | 15,523 | +0.0% | 0.13% | -5.6% |
| Q4 2023 | $812,245 | +14.6% | 15,522 | +0.0% | 0.14% | -7.8% |
| Q3 2023 | $709,074 | -1.5% | 15,519 | +0.0% | 0.15% | -3.8% |
| Q2 2023 | $719,830 | +4.3% | 15,517 | +0.0% | 0.16% | -7.0% |
| Q1 2023 | $690,385 | +1.3% | 15,514 | +0.0% | 0.17% | -11.8% |
| Q4 2022 | $681,773 | +12.9% | 15,512 | +0.0% | 0.20% | -2.5% |
| Q3 2022 | $604,000 | +0.7% | 15,509 | +4.0% | 0.20% | -2.0% |
| Q2 2022 | $600,000 | -13.7% | 14,911 | 0.0% | 0.20% | -6.0% |
| Q1 2022 | $695,000 | -2.0% | 14,911 | 0.0% | 0.22% | -6.5% |
| Q4 2021 | $709,000 | +7.1% | 14,911 | 0.0% | 0.23% | -7.9% |
| Q3 2021 | $662,000 | -0.9% | 14,911 | 0.0% | 0.25% | -11.6% |
| Q2 2021 | $668,000 | – | 14,911 | – | 0.28% | – |
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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% |