DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 591 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,539,798 | -10.0% | 68,244 | -5.6% | 1.13% | -12.0% |
| Q1 2024 | $3,934,986 | -1.6% | 72,294 | -5.4% | 1.28% | -6.2% |
| Q4 2023 | $3,998,739 | +14.9% | 76,414 | +0.3% | 1.37% | -2.4% |
| Q3 2023 | $3,480,337 | -3.4% | 76,173 | -1.9% | 1.40% | -0.1% |
| Q2 2023 | $3,603,370 | -13.5% | 77,676 | -17.0% | 1.40% | -16.8% |
| Q1 2023 | $4,166,593 | -6.4% | 93,631 | -7.5% | 1.69% | -15.8% |
| Q4 2022 | $4,449,852 | +9.7% | 101,248 | -2.8% | 2.00% | -4.1% |
| Q3 2022 | $4,058,000 | -4.6% | 104,132 | -1.5% | 2.09% | -0.5% |
| Q2 2022 | $4,252,000 | -46.6% | 105,707 | -37.0% | 2.10% | -62.4% |
| Q4 2021 | $7,970,000 | – | 167,716 | – | 5.59% | – |
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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% |