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 | $35,664,560 | -1.3% | 780,577 | +0.2% | 2.11% | -3.1% |
| Q2 2023 | $36,126,163 | +0.6% | 778,749 | -3.5% | 2.18% | -6.0% |
| Q1 2023 | $35,912,607 | +14.2% | 807,025 | +12.8% | 2.32% | +2.3% |
| Q4 2022 | $31,441,605 | +2.7% | 715,395 | -8.9% | 2.27% | -12.9% |
| Q3 2022 | $30,605,000 | +8.3% | 785,337 | +11.8% | 2.60% | +4.7% |
| Q2 2022 | $28,247,000 | -17.4% | 702,309 | -4.3% | 2.49% | -13.0% |
| Q1 2022 | $34,186,000 | -3.4% | 733,917 | -1.4% | 2.86% | -6.9% |
| Q4 2021 | $35,376,000 | +6.8% | 744,446 | -0.2% | 3.07% | -12.9% |
| Q3 2021 | $33,134,000 | -1.0% | 746,255 | -0.1% | 3.52% | -25.4% |
| Q2 2021 | $33,481,000 | – | 747,293 | – | 4.72% | – |
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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% |