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 | $4,063,480 | -4.4% | 78,340 | +0.3% | 2.09% | -2.3% |
| Q1 2024 | $4,249,195 | +2.4% | 78,067 | -1.5% | 2.14% | -6.7% |
| Q4 2023 | $4,149,093 | +11.2% | 79,287 | -2.9% | 2.30% | -3.6% |
| Q3 2023 | $3,729,816 | -2.1% | 81,633 | -0.6% | 2.38% | -9.7% |
| Q2 2023 | $3,809,428 | +8.1% | 82,117 | +3.7% | 2.64% | +1.0% |
| Q1 2023 | $3,524,689 | +1.0% | 79,206 | -0.3% | 2.61% | -21.1% |
| Q4 2022 | $3,491,005 | +9.5% | 79,431 | -2.9% | 3.31% | -9.6% |
| Q3 2022 | $3,187,000 | -6.3% | 81,779 | -3.3% | 3.66% | -0.5% |
| Q2 2022 | $3,403,000 | -13.2% | 84,598 | +0.5% | 3.68% | -11.9% |
| Q1 2022 | $3,920,000 | +2.8% | 84,150 | +4.8% | 4.18% | +3.5% |
| Q4 2021 | $3,814,000 | – | 80,260 | – | 4.04% | – |
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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% |