DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 337 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,285,100 | +0.1% | 46,922 | +0.1% | 1.36% | +6.3% |
| Q4 2023 | $2,281,688 | +0.3% | 46,852 | +0.3% | 1.28% | -8.5% |
| Q3 2023 | $2,275,195 | +4.6% | 46,719 | -0.4% | 1.40% | +3.3% |
| Q2 2023 | $2,175,474 | +0.0% | 46,895 | -4.1% | 1.35% | -7.0% |
| Q1 2023 | $2,175,168 | -2.9% | 48,880 | -4.1% | 1.45% | -10.8% |
| Q4 2022 | $2,240,488 | -0.6% | 50,978 | -11.8% | 1.63% | +5.0% |
| Q3 2022 | $2,253,000 | -11.9% | 57,813 | -9.1% | 1.55% | -11.5% |
| Q2 2022 | $2,557,000 | -14.3% | 63,587 | -0.7% | 1.75% | +56.8% |
| Q1 2022 | $2,982,000 | – | 64,015 | – | 1.12% | – |
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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% |