DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 582 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,386,093 | +3.3% | 74,110 | +4.9% | 1.94% | +5.9% |
| Q2 2023 | $3,278,057 | +26.7% | 70,663 | +21.5% | 1.83% | +19.3% |
| Q1 2023 | $2,587,853 | +17.9% | 58,154 | +16.5% | 1.53% | +9.8% |
| Q4 2022 | $2,194,775 | +10.6% | 49,938 | -1.9% | 1.40% | -6.1% |
| Q3 2022 | $1,984,000 | +18.7% | 50,905 | +22.5% | 1.49% | +21.9% |
| Q2 2022 | $1,671,000 | +3.1% | 41,547 | +19.5% | 1.22% | +13.6% |
| Q1 2022 | $1,620,000 | +67.7% | 34,779 | +71.0% | 1.08% | +63.1% |
| Q4 2021 | $966,000 | – | 20,333 | – | 0.66% | – |
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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% |