DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,568,483 | +18.0% | 29,973 | +3.0% | 0.47% | +10.9% |
| Q3 2023 | $1,329,217 | -2.3% | 29,092 | -0.8% | 0.42% | -3.0% |
| Q2 2023 | $1,361,107 | +2.0% | 29,341 | -2.1% | 0.44% | -2.9% |
| Q1 2023 | $1,333,907 | +0.4% | 29,975 | -0.8% | 0.45% | -6.9% |
| Q4 2022 | $1,328,515 | +9.3% | 30,228 | -3.0% | 0.48% | +1.1% |
| Q3 2022 | $1,215,000 | -2.6% | 31,167 | +0.5% | 0.48% | +4.2% |
| Q2 2022 | $1,247,000 | -13.9% | 31,017 | -0.3% | 0.46% | -1.1% |
| Q1 2022 | $1,449,000 | +14.2% | 31,118 | +16.5% | 0.46% | +11.6% |
| Q4 2021 | $1,269,000 | +7.2% | 26,702 | +0.1% | 0.41% | -1.0% |
| Q3 2021 | $1,184,000 | – | 26,671 | – | 0.42% | – |
Download | ||||||
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% |