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 | $10,549,273 | -3.9% | 230,888 | -2.4% | 2.23% | -0.8% |
| Q2 2023 | $10,974,854 | +3.4% | 236,578 | -0.8% | 2.24% | -1.0% |
| Q1 2023 | $10,613,028 | -6.6% | 238,495 | -7.8% | 2.27% | -12.5% |
| Q4 2022 | $11,368,063 | +9.9% | 258,659 | -2.5% | 2.59% | -8.6% |
| Q3 2022 | $10,340,000 | -4.5% | 265,337 | -1.5% | 2.84% | -2.7% |
| Q2 2022 | $10,831,000 | +56.0% | 269,303 | +80.7% | 2.91% | -7.8% |
| Q1 2022 | $6,944,000 | -46.6% | 149,068 | -45.5% | 3.16% | -13.7% |
| Q4 2021 | $13,002,000 | +6.7% | 273,621 | -0.3% | 3.66% | -10.6% |
| Q3 2021 | $12,186,000 | -2.2% | 274,468 | -1.3% | 4.10% | -9.5% |
| Q2 2021 | $12,462,000 | – | 278,141 | – | 4.52% | – |
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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% |