DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,836 | +5.6% | 12,319 | +7.2% | 0.03% | -3.6% |
| Q2 2023 | $533,030 | +5.5% | 11,490 | +1.2% | 0.03% | -6.7% |
| Q1 2023 | $505,359 | +14.9% | 11,356 | +13.5% | 0.03% | 0.0% |
| Q4 2022 | $439,786 | +13.9% | 10,007 | +1.1% | 0.03% | +3.4% |
| Q3 2022 | $386,000 | +9.0% | 9,900 | +12.4% | 0.03% | +7.4% |
| Q2 2022 | $354,000 | +64.7% | 8,804 | +94.7% | 0.03% | +80.0% |
| Q4 2021 | $215,000 | -31.7% | 4,522 | -35.6% | 0.02% | -40.0% |
| Q2 2021 | $315,000 | – | 7,025 | – | 0.02% | – |
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% |