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 | $75,927,945 | -2.7% | 1,661,807 | -1.2% | 2.44% | -5.6% |
| Q2 2023 | $78,053,756 | +2.9% | 1,682,556 | -1.3% | 2.59% | -1.1% |
| Q1 2023 | $75,882,454 | -1.8% | 1,705,224 | -3.0% | 2.62% | -6.4% |
| Q4 2022 | $77,262,959 | +9.6% | 1,757,974 | -2.8% | 2.80% | -22.6% |
| Q3 2022 | $70,498,000 | -4.5% | 1,809,022 | -1.5% | 3.61% | -6.1% |
| Q2 2022 | $73,832,000 | -16.3% | 1,835,700 | -3.0% | 3.84% | -8.0% |
| Q1 2022 | $88,182,000 | -4.3% | 1,893,121 | -2.4% | 4.18% | -2.8% |
| Q4 2021 | $92,148,000 | +5.7% | 1,939,145 | -1.3% | 4.30% | -1.8% |
| Q3 2021 | $87,191,000 | – | 1,963,763 | – | 4.38% | – |
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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% |