DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 395 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,057,854 | -8.2% | 20,395 | -3.7% | 0.33% | -15.9% |
| Q1 2024 | $1,152,143 | +0.2% | 21,168 | -3.7% | 0.39% | -9.7% |
| Q4 2023 | $1,149,811 | +6.6% | 21,973 | -6.9% | 0.43% | -7.9% |
| Q3 2023 | $1,078,347 | -9.6% | 23,601 | -8.2% | 0.47% | -7.5% |
| Q2 2023 | $1,192,504 | -22.8% | 25,705 | -25.9% | 0.51% | -31.6% |
| Q1 2023 | $1,544,363 | -52.2% | 34,705 | -52.8% | 0.74% | -62.7% |
| Q4 2022 | $3,232,619 | +26.5% | 73,554 | +12.1% | 1.99% | +13.8% |
| Q3 2022 | $2,556,000 | +48.1% | 65,605 | +77.0% | 1.75% | +64.9% |
| Q2 2022 | $1,726,000 | +2.3% | 37,075 | +4.4% | 1.06% | +7.9% |
| Q4 2021 | $1,687,000 | +37.9% | 35,504 | +28.8% | 0.98% | +24.4% |
| Q3 2021 | $1,223,000 | +141.7% | 27,563 | +144.0% | 0.79% | +119.7% |
| Q2 2021 | $506,000 | – | 11,297 | – | 0.36% | – |
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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% |