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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,210,814 | +104.1% | 42,622 | +114.2% | 0.27% | +92.1% |
| Q1 2024 | $1,083,173 | +4.0% | 19,900 | 0.0% | 0.14% | -8.5% |
| Q4 2023 | $1,041,382 | +17.3% | 19,900 | +2.5% | 0.15% | +2.7% |
| Q3 2023 | $887,496 | +5.2% | 19,424 | +6.8% | 0.15% | +2.8% |
| Q2 2023 | $843,987 | -0.2% | 18,193 | -4.2% | 0.14% | -13.2% |
| Q1 2023 | $845,513 | +12.0% | 19,000 | +10.7% | 0.17% | -5.1% |
| Q4 2022 | $754,591 | +29.4% | 17,169 | +14.8% | 0.18% | -5.4% |
| Q3 2022 | $582,944 | -36.5% | 14,959 | -34.4% | 0.19% | -56.7% |
| Q2 2022 | $917,356 | +31.1% | 22,808 | +51.9% | 0.43% | +28.4% |
| Q1 2022 | $699,588 | – | 15,019 | – | 0.34% | – |
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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% |