DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 362 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,973,520 | +2.7% | 230,837 | +3.3% | 5.11% | -0.6% |
| Q1 2024 | $11,658,547 | +5.6% | 223,471 | +5.9% | 5.14% | -5.0% |
| Q4 2023 | $11,043,178 | +20.3% | 211,030 | +5.0% | 5.42% | -3.4% |
| Q3 2023 | $9,179,210 | +1.1% | 200,902 | +2.6% | 5.61% | -9.0% |
| Q2 2023 | $9,083,481 | +19.3% | 195,807 | +14.4% | 6.17% | +12.4% |
| Q1 2023 | $7,615,414 | +6.0% | 171,133 | +4.7% | 5.49% | -3.8% |
| Q4 2022 | $7,182,890 | +17.8% | 163,433 | +4.5% | 5.70% | -1.9% |
| Q3 2022 | $6,097,000 | -2.6% | 156,457 | +0.5% | 5.82% | +1.6% |
| Q2 2022 | $6,259,000 | -12.3% | 155,627 | +1.6% | 5.72% | -3.5% |
| Q1 2022 | $7,134,000 | +1.5% | 153,165 | +0.1% | 5.93% | +3.7% |
| Q4 2021 | $7,026,000 | – | 153,039 | – | 5.72% | – |
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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% |