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 | $25,648,295 | -4.5% | 561,355 | -3.0% | 0.91% | -1.0% |
| Q2 2023 | $26,856,533 | +1.4% | 578,929 | -2.7% | 0.92% | -1.9% |
| Q1 2023 | $26,484,180 | -2.2% | 595,150 | -3.4% | 0.94% | -30.3% |
| Q4 2022 | $27,086,637 | +9.0% | 616,280 | -3.3% | 1.34% | -6.4% |
| Q3 2022 | $24,844,000 | -5.4% | 637,504 | -2.4% | 1.43% | -2.6% |
| Q2 2022 | $26,263,000 | -17.1% | 652,981 | -4.0% | 1.47% | -8.3% |
| Q1 2022 | $31,689,000 | -1.9% | 680,304 | +0.1% | 1.60% | +1.8% |
| Q4 2021 | $32,291,000 | +5.9% | 679,531 | -1.0% | 1.58% | -3.3% |
| Q3 2021 | $30,489,000 | -4.2% | 686,694 | -3.3% | 1.63% | -5.1% |
| Q2 2021 | $31,820,000 | – | 710,223 | – | 1.72% | – |
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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% |