DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,387 | -4.7% | 74,120 | -3.2% | 0.29% | +7.4% |
| Q2 2023 | $3,553 | -0.9% | 76,600 | -4.9% | 0.27% | -7.2% |
| Q1 2023 | $3,586 | +6.9% | 80,588 | +5.5% | 0.29% | -4.3% |
| Q4 2022 | $3,356 | -99.9% | 76,358 | -4.9% | 0.30% | -18.1% |
| Q3 2022 | $3,128,000 | -57.5% | 80,256 | -62.0% | 0.37% | -56.0% |
| Q2 2022 | $7,367,000 | +99.0% | 211,300 | +165.9% | 0.84% | +129.8% |
| Q1 2022 | $3,702,000 | -2.6% | 79,467 | -0.6% | 0.37% | 0.0% |
| Q4 2021 | $3,801,000 | +7.3% | 79,979 | +0.3% | 0.37% | -1.1% |
| Q3 2021 | $3,541,000 | -2.3% | 79,744 | -1.5% | 0.37% | 0.0% |
| Q2 2021 | $3,626,000 | – | 80,933 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,586,641 | $118,183,632 | 24.48% |
| Index Fund Advisors, Inc. | 7,952,829 | $363,364,778 | 24.13% |
| BAYSHORE ASSET MANAGEMENT, LLC | 897,570 | $41,009,960 | 24.03% |
| KRAFT ASSET MANAGEMENT, LLC | 544,776 | $24,890,823 | 23.41% |
| Meritas Wealth Management, LLC | 640,961 | $29,285,513 | 22.44% |
| CAPITAL PERFORMANCE ADVISORS LLP | 828,059 | $37,834,038 | 19.26% |
| Abacus Wealth Partners, LLC | 1,285,543 | $58,736,440 | 18.19% |
| Lauterbach Financial Advisors, LLC | 431,412 | $19,711,214 | 15.48% |
| RESOURCE CONSULTING GROUP INC | 1,584,845 | $72,411,573 | 14.05% |
| DOPKINS WEALTH MANAGEMENT, LLC | 378,920 | $17,312,841 | 13.11% |