DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 581 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,288,964 | -0.1% | 43,286 | -0.1% | 0.96% | +0.1% |
| Q1 2024 | $2,291,608 | -1.7% | 43,336 | -1.7% | 0.96% | -1.2% |
| Q4 2023 | $2,330,105 | +50.8% | 44,064 | +30.3% | 0.98% | +34.4% |
| Q3 2023 | $1,545,602 | +22.3% | 33,828 | +24.2% | 0.73% | +21.2% |
| Q2 2023 | $1,263,942 | +268.8% | 27,246 | +253.8% | 0.60% | +238.4% |
| Q1 2023 | $342,695 | – | 7,701 | – | 0.18% | – |
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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% |