DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,509,505 | +5.2% | 208,131 | +6.8% | 0.14% | +4.6% |
| Q2 2023 | $9,041,597 | +17.4% | 194,904 | +12.6% | 0.13% | +5.7% |
| Q1 2023 | $7,700,770 | +12.5% | 173,051 | +11.1% | 0.12% | +3.4% |
| Q4 2022 | $6,847,937 | +23.1% | 155,812 | +9.1% | 0.12% | +9.2% |
| Q3 2022 | $5,565,000 | +23.8% | 142,805 | +27.8% | 0.11% | +26.7% |
| Q2 2022 | $4,494,000 | +19.9% | 111,732 | +38.8% | 0.09% | +41.0% |
| Q1 2022 | $3,749,000 | -2.5% | 80,490 | -0.5% | 0.06% | 0.0% |
| Q4 2021 | $3,845,000 | +23.6% | 80,917 | +15.5% | 0.06% | +15.1% |
| Q3 2021 | $3,112,000 | +19.6% | 70,088 | +20.6% | 0.05% | +17.8% |
| Q2 2021 | $2,603,000 | – | 58,098 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,173,962 | $87,437,000 | 29.60% |
| Abacus Wealth Partners, LLC | 1,390,752 | $55,936,049 | 29.04% |
| RESOURCE CONSULTING GROUP INC | 1,598,975 | $64,311,000 | 27.69% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,295,812 | $92,338,000 | 26.18% |
| KRAFT ASSET MANAGEMENT, LLC | 662,329 | $26,639,000 | 25.60% |
| Index Fund Advisors, Inc. | 8,139,036 | $327,352,000 | 24.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 841,441 | $33,843,000 | 24.51% |
| CAPITAL PERFORMANCE ADVISORS LLP | 806,681 | $32,445,000 | 19.94% |
| Lauterbach Financial Advisors, LLC | 428,702 | $17,242,000 | 16.38% |
| KEB ASSET MANAGEMENT, LLC | 579,144 | $23,293,000 | 14.56% |