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 | $387,588 | +15.9% | 8,483 | +17.7% | 0.04% | +15.2% |
| Q2 2023 | $334,472 | +9.6% | 7,210 | +5.2% | 0.03% | -8.3% |
| Q1 2023 | $305,092 | +39.8% | 6,856 | +38.1% | 0.04% | +38.5% |
| Q4 2022 | $218,168 | +116.0% | 4,964 | +91.3% | 0.03% | +100.0% |
| Q3 2022 | $101,000 | +32.9% | 2,595 | +37.5% | 0.01% | +44.4% |
| Q2 2022 | $76,000 | +28.8% | 1,887 | +50.1% | 0.01% | +50.0% |
| Q1 2022 | $59,000 | +11.3% | 1,257 | +11.7% | 0.01% | 0.0% |
| Q4 2021 | $53,000 | +6.0% | 1,125 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -45.7% | 1,125 | -45.3% | 0.01% | -50.0% |
| Q2 2021 | $92,000 | – | 2,056 | – | 0.01% | – |
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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% |