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 | $489,523 | -6.5% | 10,714 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $523,379 | +9.8% | 10,714 | 0.0% | 0.04% | +5.4% |
| Q1 2023 | $476,773 | +1.3% | 10,714 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $470,880 | +12.7% | 10,714 | 0.0% | 0.04% | +2.7% |
| Q3 2022 | $418,000 | -3.0% | 10,714 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $431,000 | -13.6% | 10,714 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $499,000 | -2.0% | 10,714 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $509,000 | +6.9% | 10,714 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $476,000 | -0.8% | 10,714 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $480,000 | – | 10,714 | – | 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% |