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 | $41,667,356 | -2.9% | 911,958 | -1.4% | 0.78% | +0.8% |
| Q2 2023 | $42,909,652 | +4.4% | 924,976 | +0.1% | 0.78% | -51.2% |
| Q1 2023 | $41,120,230 | -27.2% | 924,050 | -28.1% | 1.60% | -30.5% |
| Q4 2022 | $56,470,018 | +48.3% | 1,284,870 | +31.5% | 2.30% | +19.1% |
| Q3 2022 | $38,068,000 | -16.0% | 976,848 | -13.3% | 1.93% | -10.7% |
| Q2 2022 | $45,324,000 | -18.0% | 1,126,903 | -5.0% | 2.16% | -11.7% |
| Q1 2022 | $55,246,000 | -1.1% | 1,186,042 | +0.9% | 2.44% | +14.6% |
| Q4 2021 | $55,861,000 | +12.0% | 1,175,540 | +4.6% | 2.13% | -16.7% |
| Q3 2021 | $49,887,000 | +7.3% | 1,123,587 | +8.2% | 2.56% | +2.0% |
| Q2 2021 | $46,510,000 | – | 1,038,093 | – | 2.51% | – |
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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% |