DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 402 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,893 | -2.8% | 94,243 | +1.9% | 0.40% | -53.1% |
| Q1 2024 | $5,035 | +2.6% | 92,509 | -1.4% | 0.85% | -4.3% |
| Q4 2023 | $4,909 | +19.1% | 93,803 | +4.0% | 0.88% | +34.6% |
| Q3 2023 | $4,123 | +28.0% | 90,231 | +30.0% | 0.66% | +59.9% |
| Q2 2023 | $3,220 | +14.2% | 69,411 | +9.5% | 0.41% | -19.9% |
| Q1 2023 | $2,820 | +32.4% | 63,379 | +30.8% | 0.51% | +6.2% |
| Q4 2022 | $2,130 | -99.3% | 48,465 | -84.9% | 0.48% | +552.7% |
| Q3 2022 | $321,000 | – | 321,199 | – | 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% |