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 | $52,939,397 | -0.8% | 1,158,665 | +0.7% | 4.88% | +0.2% |
| Q2 2023 | $53,369,919 | +3.5% | 1,150,462 | -0.7% | 4.87% | -4.6% |
| Q1 2023 | $51,558,060 | +0.9% | 1,158,608 | -0.4% | 5.10% | -7.2% |
| Q4 2022 | $51,107,748 | +13.8% | 1,162,861 | +0.9% | 5.50% | +4.2% |
| Q3 2022 | $44,907,000 | -3.4% | 1,152,344 | -0.3% | 5.27% | +3.1% |
| Q2 2022 | $46,472,000 | -12.6% | 1,155,448 | +1.2% | 5.11% | -1.1% |
| Q1 2022 | $53,191,000 | -2.7% | 1,141,930 | -0.8% | 5.17% | +6.2% |
| Q4 2021 | $54,688,000 | +3.5% | 1,150,833 | -3.1% | 4.87% | -10.4% |
| Q3 2021 | $52,859,000 | -0.1% | 1,187,040 | +0.5% | 5.43% | -1.4% |
| Q2 2021 | $52,933,000 | – | 1,181,448 | – | 5.51% | – |
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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% |