DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $377,811 | -1.5% | 8,269 | 0.0% | 0.06% | +1.6% |
Q2 2023 | $383,599 | +4.2% | 8,269 | 0.0% | 0.06% | -1.6% |
Q1 2023 | $367,971 | +0.7% | 8,269 | -0.5% | 0.06% | -4.6% |
Q4 2022 | $365,400 | +12.8% | 8,314 | 0.0% | 0.06% | +3.2% |
Q3 2022 | $324,000 | -3.0% | 8,314 | +0.2% | 0.06% | -1.6% |
Q2 2022 | $334,000 | -17.3% | 8,294 | -4.3% | 0.06% | -5.9% |
Q1 2022 | $404,000 | 0.0% | 8,668 | +2.0% | 0.07% | +11.5% |
Q4 2021 | $404,000 | +12.5% | 8,498 | +5.1% | 0.06% | -1.6% |
Q3 2021 | $359,000 | 0.0% | 8,086 | +0.8% | 0.06% | -49.6% |
Q2 2021 | $359,000 | – | 8,019 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Equius Partners, Inc. | 2,173,962 | $87,437,000 | 29.60% |
Abacus Wealth Partners, LLC | 1,390,752 | $55,936,049 | 29.04% |
RESOURCE CONSULTING GROUP INC | 1,598,975 | $64,311,000 | 27.69% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,295,812 | $92,338,000 | 26.18% |
KRAFT ASSET MANAGEMENT, LLC | 662,329 | $26,639,000 | 25.60% |
Index Fund Advisors, Inc. | 8,139,036 | $327,352,000 | 24.79% |
BAYSHORE ASSET MANAGEMENT, LLC | 841,441 | $33,843,000 | 24.51% |
CAPITAL PERFORMANCE ADVISORS LLP | 806,681 | $32,445,000 | 19.94% |
Lauterbach Financial Advisors, LLC | 428,702 | $17,242,000 | 16.38% |
KEB ASSET MANAGEMENT, LLC | 579,144 | $23,293,000 | 14.56% |