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 | $669 | -5.0% | 12,899 | -0.1% | 0.44% | -8.8% |
| Q1 2024 | $704 | +4.3% | 12,917 | 0.0% | 0.48% | -1.4% |
| Q4 2023 | $675 | +14.4% | 12,917 | 0.0% | 0.48% | +3.0% |
| Q3 2023 | $590 | -1.5% | 12,917 | 0.0% | 0.47% | +1.5% |
| Q2 2023 | $599 | +4.4% | 12,917 | 0.0% | 0.46% | +1.1% |
| Q1 2023 | $574 | +1.2% | 12,917 | 0.0% | 0.46% | -6.3% |
| Q4 2022 | $567 | -99.9% | 12,917 | 0.0% | 0.49% | -5.2% |
| Q3 2022 | $503,000 | -3.3% | 12,917 | 0.0% | 0.52% | -3.9% |
| Q2 2022 | $520,000 | -13.6% | 12,917 | 0.0% | 0.54% | -6.8% |
| Q1 2022 | $602,000 | -2.0% | 12,917 | 0.0% | 0.58% | -0.9% |
| Q4 2021 | $614,000 | – | 12,917 | – | 0.58% | – |
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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% |