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 | $1,073,610 | +7.9% | 23,498 | +9.6% | 0.04% | +5.3% |
| Q2 2023 | $994,630 | +3.9% | 21,441 | -0.4% | 0.04% | -5.0% |
| Q1 2023 | $957,563 | -1.9% | 21,518 | -3.1% | 0.04% | -14.9% |
| Q4 2022 | $975,847 | +11.7% | 22,204 | -1.0% | 0.05% | +2.2% |
| Q3 2022 | $874,000 | -7.1% | 22,438 | -4.1% | 0.05% | -6.1% |
| Q2 2022 | $941,000 | -13.7% | 23,403 | +0.1% | 0.05% | -2.0% |
| Q1 2022 | $1,090,000 | +0.4% | 23,390 | +2.4% | 0.05% | +2.0% |
| Q4 2021 | $1,086,000 | +6.0% | 22,852 | -1.0% | 0.05% | -5.8% |
| Q3 2021 | $1,025,000 | -30.1% | 23,080 | -29.5% | 0.05% | -33.3% |
| Q2 2021 | $1,467,000 | – | 32,750 | – | 0.08% | – |
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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% |