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 | $759 | -85.7% | 16,608 | -85.5% | 0.19% | -84.7% |
| Q2 2023 | $5,313 | +4.7% | 114,534 | +0.4% | 1.25% | +4.3% |
| Q1 2023 | $5,075 | +1.5% | 114,035 | +0.3% | 1.20% | -3.6% |
| Q4 2022 | $4,999 | -99.9% | 113,750 | +0.3% | 1.24% | +9.3% |
| Q3 2022 | $4,418,000 | -2.8% | 113,365 | +0.3% | 1.14% | -1.0% |
| Q2 2022 | $4,545,000 | -13.4% | 113,008 | +0.3% | 1.15% | -18.2% |
| Q1 2022 | $5,250,000 | -1.9% | 112,713 | +0.1% | 1.40% | -7.7% |
| Q4 2021 | $5,349,000 | +7.8% | 112,563 | +0.8% | 1.52% | -5.9% |
| Q3 2021 | $4,960,000 | -0.5% | 111,719 | +0.4% | 1.62% | -4.0% |
| Q2 2021 | $4,984,000 | – | 111,231 | – | 1.68% | – |
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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% |