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 | $3,242,859 | +86.6% | 70,975 | +89.5% | 0.66% | +82.9% |
| Q2 2023 | $1,737,561 | +3.9% | 37,456 | -0.3% | 0.36% | -1.9% |
| Q1 2023 | $1,671,738 | +0.3% | 37,567 | -0.9% | 0.37% | -10.7% |
| Q4 2022 | $1,666,139 | +5.9% | 37,910 | -6.1% | 0.41% | -7.6% |
| Q3 2022 | $1,574,000 | -8.5% | 40,389 | -5.6% | 0.45% | -10.2% |
| Q2 2022 | $1,721,000 | -27.3% | 42,802 | -15.8% | 0.50% | -22.2% |
| Q1 2022 | $2,368,000 | +17.8% | 50,837 | +12.3% | 0.64% | -12.2% |
| Q3 2021 | $2,010,000 | – | 45,262 | – | 0.73% | – |
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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% |