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 | $30,052 | +169.0% | 657,726 | +173.1% | 0.14% | +174.5% |
| Q2 2023 | $11,171 | +20.1% | 240,805 | +15.2% | 0.05% | +10.9% |
| Q1 2023 | $9,299 | +28.5% | 208,965 | +27.0% | 0.05% | +21.1% |
| Q4 2022 | $7,234 | -99.9% | 164,593 | +21.3% | 0.04% | +26.7% |
| Q3 2022 | $5,286,000 | +19.8% | 135,640 | +23.7% | 0.03% | +25.0% |
| Q2 2022 | $4,412,000 | +97.9% | 109,692 | +129.3% | 0.02% | +140.0% |
| Q1 2022 | $2,229,000 | +63.1% | 47,846 | +66.4% | 0.01% | +66.7% |
| Q4 2021 | $1,367,000 | +15.4% | 28,759 | +7.8% | 0.01% | 0.0% |
| Q3 2021 | $1,185,000 | +15.7% | 26,683 | +16.8% | 0.01% | +20.0% |
| Q2 2021 | $1,024,000 | – | 22,852 | – | 0.01% | – |
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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% |