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 | $42,150,736 | -5.4% | 812,623 | -0.7% | 16.01% | -6.0% |
| Q1 2024 | $44,533,916 | +2.9% | 818,186 | -1.1% | 17.02% | -9.0% |
| Q4 2023 | $43,297,494 | +14.4% | 827,393 | -0.1% | 18.71% | -2.8% |
| Q3 2023 | $37,834,038 | -2.4% | 828,059 | -0.9% | 19.26% | +0.6% |
| Q2 2023 | $38,777,058 | +6.0% | 835,893 | +1.7% | 19.14% | -2.6% |
| Q1 2023 | $36,573,990 | +1.6% | 821,887 | +0.4% | 19.66% | -4.9% |
| Q4 2022 | $35,984,460 | +14.3% | 818,759 | +1.3% | 20.66% | +1.7% |
| Q3 2022 | $31,482,000 | -3.0% | 807,853 | +0.1% | 20.32% | +1.9% |
| Q2 2022 | $32,445,000 | -13.3% | 806,681 | +0.5% | 19.94% | -6.6% |
| Q1 2022 | $37,406,000 | +5.4% | 803,041 | +0.4% | 21.35% | -0.6% |
| Q4 2021 | $35,488,000 | – | 800,174 | – | 21.48% | – |
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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% |