DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 494 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,601,273 | -8.6% | 107,987 | -4.1% | 3.54% | -8.2% |
| Q1 2024 | $6,126,482 | +2.6% | 112,557 | -1.4% | 3.85% | -3.5% |
| Q4 2023 | $5,973,596 | -6.8% | 114,152 | -18.6% | 3.99% | -13.7% |
| Q3 2023 | $6,406,053 | -0.9% | 140,207 | +0.6% | 4.63% | +2.3% |
| Q2 2023 | $6,464,572 | +8.1% | 139,353 | +3.7% | 4.52% | -0.0% |
| Q1 2023 | $5,981,796 | +26.2% | 134,422 | +24.6% | 4.52% | +15.5% |
| Q4 2022 | $4,741,806 | – | 107,891 | – | 3.92% | – |
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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% |