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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,370,000 | +23.8% | 102,618 | +8.1% | 2.44% | +14.9% |
| Q3 2023 | $4,338,951 | -1.7% | 94,965 | -0.2% | 2.12% | +2.7% |
| Q2 2023 | $4,412,710 | +0.2% | 95,122 | -3.9% | 2.07% | -4.8% |
| Q1 2023 | $4,403,854 | +6.1% | 98,963 | +4.8% | 2.17% | +9.8% |
| Q4 2022 | $4,150,858 | +3.9% | 94,445 | -7.9% | 1.98% | -0.8% |
| Q3 2022 | $3,996,000 | +0.3% | 102,553 | +3.5% | 1.99% | +1.4% |
| Q2 2022 | $3,984,000 | -2.1% | 99,063 | +13.4% | 1.96% | +1.6% |
| Q1 2022 | $4,068,000 | +7.7% | 87,337 | +9.9% | 1.93% | +7.5% |
| Q4 2021 | $3,777,000 | +11.4% | 79,489 | +4.1% | 1.80% | +0.5% |
| Q3 2021 | $3,391,000 | +12.0% | 76,364 | +13.6% | 1.79% | +2.8% |
| Q2 2021 | $3,028,000 | – | 67,210 | – | 1.74% | – |
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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% |