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 | $6,400,127 | -3.7% | 140,077 | -2.2% | 2.30% | -4.4% |
| Q2 2023 | $6,645,154 | +2.7% | 143,245 | -1.5% | 2.41% | -2.5% |
| Q1 2023 | $6,468,331 | +1.3% | 145,356 | +0.1% | 2.47% | -9.6% |
| Q4 2022 | $6,383,872 | +5.6% | 145,253 | -6.3% | 2.73% | +2.3% |
| Q3 2022 | $6,044,000 | +9.0% | 155,088 | +12.5% | 2.67% | +11.1% |
| Q2 2022 | $5,544,000 | +37.2% | 137,839 | +62.1% | 2.40% | +27.9% |
| Q4 2021 | $4,041,000 | +40.5% | 85,048 | +31.2% | 1.88% | +31.6% |
| Q3 2021 | $2,877,000 | +32.1% | 64,802 | +33.3% | 1.43% | +23.9% |
| Q2 2021 | $2,178,000 | – | 48,606 | – | 1.15% | – |
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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% |