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 | $6,933,845 | -0.9% | 151,758 | +0.6% | 0.03% | -7.1% |
| Q2 2023 | $6,995,223 | -1.1% | 150,792 | -5.1% | 0.03% | -9.7% |
| Q1 2023 | $7,072,417 | +0.4% | 158,931 | -0.8% | 0.03% | -11.4% |
| Q4 2022 | $7,042,443 | +22.9% | 160,238 | +9.0% | 0.04% | +6.1% |
| Q3 2022 | $5,730,000 | +0.5% | 147,032 | +3.7% | 0.03% | -10.8% |
| Q2 2022 | $5,703,000 | -12.0% | 141,784 | +1.9% | 0.04% | -11.9% |
| Q1 2022 | $6,480,000 | -7.8% | 139,106 | -6.0% | 0.04% | -12.5% |
| Q4 2021 | $7,030,000 | +6.5% | 147,930 | -0.5% | 0.05% | -12.7% |
| Q3 2021 | $6,599,000 | -1.4% | 148,629 | -0.5% | 0.06% | -11.3% |
| Q2 2021 | $6,690,000 | – | 149,327 | – | 0.06% | – |
Download | ||||||
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% |