DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,495,843 | -4.3% | 54,626 | -2.8% | 0.26% | -7.7% |
| Q2 2023 | $2,607,609 | +3.0% | 56,211 | -1.0% | 0.29% | -8.9% |
| Q1 2023 | $2,531,305 | +0.9% | 56,793 | -0.5% | 0.32% | -17.1% |
| Q4 2022 | $2,508,113 | +12.7% | 57,067 | 0.0% | 0.38% | -25.3% |
| Q3 2022 | $2,225,000 | +32.4% | 57,067 | +36.6% | 0.51% | +17.6% |
| Q2 2022 | $1,680,000 | -17.0% | 41,767 | -3.8% | 0.43% | -15.6% |
| Q1 2022 | $2,023,000 | -10.9% | 43,416 | -9.1% | 0.51% | -19.3% |
| Q4 2021 | $2,270,000 | – | 47,770 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,173,962 | $87,437,000 | 29.60% |
| Abacus Wealth Partners, LLC | 1,390,752 | $55,936,049 | 29.04% |
| RESOURCE CONSULTING GROUP INC | 1,598,975 | $64,311,000 | 27.69% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,295,812 | $92,338,000 | 26.18% |
| KRAFT ASSET MANAGEMENT, LLC | 662,329 | $26,639,000 | 25.60% |
| Index Fund Advisors, Inc. | 8,139,036 | $327,352,000 | 24.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 841,441 | $33,843,000 | 24.51% |
| CAPITAL PERFORMANCE ADVISORS LLP | 806,681 | $32,445,000 | 19.94% |
| Lauterbach Financial Advisors, LLC | 428,702 | $17,242,000 | 16.38% |
| KEB ASSET MANAGEMENT, LLC | 579,144 | $23,293,000 | 14.56% |