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 | $795,884 | -6.4% | 15,344 | -1.8% | 0.55% | -5.8% |
| Q1 2024 | $850,514 | +3.2% | 15,626 | -0.8% | 0.59% | -3.5% |
| Q4 2023 | $823,979 | +10.4% | 15,746 | -3.6% | 0.61% | -7.3% |
| Q3 2023 | $746,476 | -5.8% | 16,338 | -4.4% | 0.66% | +0.2% |
| Q2 2023 | $792,565 | +4.8% | 17,085 | +0.5% | 0.66% | -4.7% |
| Q1 2023 | $756,270 | +0.1% | 16,995 | -1.2% | 0.69% | -8.6% |
| Q4 2022 | $755,712 | -10.6% | 17,195 | -20.7% | 0.75% | -15.7% |
| Q3 2022 | $845,000 | -1.9% | 21,672 | +1.2% | 0.89% | +8.5% |
| Q2 2022 | $861,000 | -12.2% | 21,419 | +1.7% | 0.82% | +3.5% |
| Q1 2022 | $981,000 | +2.6% | 21,069 | +4.7% | 0.79% | +29.7% |
| Q4 2021 | $956,000 | +13.0% | 20,126 | +5.6% | 0.61% | +10.3% |
| Q3 2021 | $846,000 | – | 19,052 | – | 0.56% | – |
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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% |