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 | $5,993,685 | -0.1% | 131,182 | +1.5% | 0.02% | +228.6% |
| Q2 2023 | $5,997,401 | +174.9% | 129,282 | +163.7% | 0.01% | -84.1% |
| Q1 2023 | $2,181,530 | +2.6% | 49,023 | -1.1% | 0.04% | +63.0% |
| Q4 2022 | $2,126,403 | +12.0% | 49,585 | +1.8% | 0.03% | +12.5% |
| Q3 2022 | $1,899,000 | -0.2% | 48,720 | +2.9% | 0.02% | +4.3% |
| Q2 2022 | $1,903,000 | +189.6% | 47,326 | +235.5% | 0.02% | +228.6% |
| Q1 2022 | $657,000 | -20.3% | 14,106 | -18.6% | 0.01% | -12.5% |
| Q4 2021 | $824,000 | -12.8% | 17,328 | -18.6% | 0.01% | -38.5% |
| Q3 2021 | $945,000 | – | 21,280 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,693,786 | $124,964,758 | 25.14% |
| Index Fund Advisors, Inc. | 8,000,576 | $371,146,713 | 24.28% |
| BAYSHORE ASSET MANAGEMENT, LLC | 912,129 | $44,019,354 | 23.99% |
| KRAFT ASSET MANAGEMENT, LLC | 554,384 | $25,717,873 | 23.11% |
| Team Hewins, LLC | 1,023,768 | $47,492,603 | 22.67% |
| Meritas Wealth Management, LLC | 648,668 | $30,091,700 | 22.60% |
| CAPITAL PERFORMANCE ADVISORS LLP | 835,893 | $38,777,058 | 19.14% |
| Abacus Wealth Partners, LLC | 1,369,205 | $63,517,417 | 19.13% |
| Lauterbach Financial Advisors, LLC | 431,340 | $20,009,852 | 15.29% |
| RESOURCE CONSULTING GROUP INC | 1,584,561 | $73,507,773 | 14.53% |