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 | $37,599,785 | +6.1% | 724,885 | +11.4% | 0.76% | -65.0% |
| Q1 2024 | $35,433,440 | -44.6% | 650,991 | -46.8% | 2.17% | -44.9% |
| Q4 2023 | $63,992,787 | +7.6% | 1,222,870 | -6.0% | 3.94% | +9.6% |
| Q3 2023 | $59,445,340 | +20.1% | 1,301,058 | +21.9% | 3.60% | +38.8% |
| Q2 2023 | $49,500,310 | +4.2% | 1,067,047 | 0.0% | 2.59% | -1.5% |
| Q1 2023 | $47,483,592 | +3.2% | 1,067,047 | +1.9% | 2.63% | +111.7% |
| Q4 2022 | $46,017,716 | +16.1% | 1,047,047 | +2.9% | 1.24% | +19.4% |
| Q3 2022 | $39,634,000 | +17.6% | 1,017,047 | +21.4% | 1.04% | +30.8% |
| Q2 2022 | $33,692,000 | -1.1% | 837,690 | +14.6% | 0.80% | +13.6% |
| Q1 2022 | $34,062,000 | +41.9% | 731,257 | +44.7% | 0.70% | +47.6% |
| Q4 2021 | $24,008,000 | – | 505,225 | – | 0.48% | – |
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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% |