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 | $26,511,436 | +3.2% | 580,246 | +4.8% | 1.81% | +5.5% |
| Q2 2023 | $25,692,811 | +8.8% | 553,844 | +4.4% | 1.72% | +1.4% |
| Q1 2023 | $23,616,756 | +9.5% | 530,714 | +8.2% | 1.70% | +2.2% |
| Q4 2022 | $21,564,841 | +23.4% | 490,668 | +9.5% | 1.66% | +10.0% |
| Q3 2022 | $17,469,000 | -4.6% | 448,264 | -1.6% | 1.51% | -1.9% |
| Q2 2022 | $18,318,000 | -14.2% | 455,451 | -2.2% | 1.54% | -2.0% |
| Q1 2022 | $21,343,000 | -1.2% | 465,902 | +2.5% | 1.57% | +5.9% |
| Q4 2021 | $21,599,000 | +8.0% | 454,515 | +0.9% | 1.48% | -1.8% |
| Q3 2021 | $19,993,000 | +2.6% | 450,303 | +3.5% | 1.51% | -0.4% |
| Q2 2021 | $19,488,000 | – | 434,960 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,693,786 | $124,964,758 | 25.14% |
| Index Fund Advisors, Inc. | 8,000,576 | $371,146,713 | 24.28% |
| BAYSHORE ASSET MANAGEMENT, LLC | 912,129 | $44,019,354 | 23.99% |
| KRAFT ASSET MANAGEMENT, LLC | 554,384 | $25,717,873 | 23.11% |
| Team Hewins, LLC | 1,023,768 | $47,492,603 | 22.67% |
| Meritas Wealth Management, LLC | 648,668 | $30,091,700 | 22.60% |
| CAPITAL PERFORMANCE ADVISORS LLP | 835,893 | $38,777,058 | 19.14% |
| Abacus Wealth Partners, LLC | 1,369,205 | $63,517,417 | 19.13% |
| Lauterbach Financial Advisors, LLC | 431,340 | $20,009,852 | 15.29% |
| RESOURCE CONSULTING GROUP INC | 1,584,561 | $73,507,773 | 14.53% |