DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 477 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,306,073 | -6.3% | 179,411 | -1.7% | 0.33% | +82.2% |
| Q1 2024 | $9,930,302 | +10.4% | 182,442 | +2.5% | 0.18% | -39.4% |
| Q4 2023 | $8,991,770 | +10.9% | 178,020 | +0.3% | 0.30% | -3.9% |
| Q3 2023 | $8,105,898 | +0.3% | 177,411 | +1.8% | 0.31% | +3.7% |
| Q2 2023 | $8,082,634 | +4.0% | 174,232 | -0.3% | 0.30% | -1.7% |
| Q1 2023 | $7,773,598 | +131100.0% | 174,688 | +29.6% | 0.30% | -9.0% |
| Q4 2022 | $5,925 | -99.9% | 134,801 | +12.2% | 0.33% | +17.3% |
| Q3 2022 | $4,682,000 | -28.2% | 120,147 | -25.9% | 0.28% | +5.6% |
| Q2 2022 | $6,522,000 | – | 162,157 | – | 0.27% | – |
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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% |