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 | $10,859,097 | +3.1% | 237,669 | +4.7% | 4.41% | +2.1% |
| Q2 2023 | $10,533,174 | +9.2% | 227,057 | +4.7% | 4.32% | +2.1% |
| Q1 2023 | $9,649,380 | +9.8% | 216,840 | +8.5% | 4.24% | +4.5% |
| Q4 2022 | $8,786,176 | +21.5% | 199,913 | +7.8% | 4.06% | +6.2% |
| Q3 2022 | $7,229,000 | +15.3% | 185,492 | +19.0% | 3.82% | +24.0% |
| Q2 2022 | $6,268,000 | +12.8% | 155,836 | +26.2% | 3.08% | +15.4% |
| Q1 2022 | $5,559,000 | +332.3% | 123,501 | +356.4% | 2.67% | +366.8% |
| Q4 2021 | $1,286,000 | – | 27,061 | – | 0.57% | – |
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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% |