DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 337 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $455,678 | +5.7% | 8,785 | +10.9% | 0.00% | – |
Q1 2024 | $431,194 | +242.3% | 7,922 | +229.1% | 0.00% | – |
Q4 2023 | $125,958 | -19.1% | 2,407 | -29.4% | 0.00% | – |
Q3 2023 | $155,666 | +426.0% | 3,407 | +434.0% | 0.00% | – |
Q2 2023 | $29,597 | +4.2% | 638 | 0.0% | 0.00% | – |
Q1 2023 | $28,391 | -17.3% | 638 | -18.3% | 0.00% | – |
Q4 2022 | $34,325 | +758.1% | 781 | +681.0% | 0.00% | – |
Q3 2022 | $4,000 | -66.7% | 100 | -66.7% | 0.00% | – |
Q2 2022 | $12,000 | -33.3% | 300 | -25.0% | 0.00% | – |
Q1 2022 | $18,000 | -10.0% | 400 | -0.5% | 0.00% | – |
Q4 2021 | $20,000 | +11.1% | 402 | 0.0% | 0.00% | – |
Q3 2021 | $18,000 | 0.0% | 402 | 0.0% | 0.00% | – |
Q2 2021 | $18,000 | – | 402 | – | 0.00% | – |
Download |
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% |