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 | $5,180,550 | -3.3% | 113,385 | -1.9% | 0.52% | -6.3% |
| Q2 2023 | $5,359,554 | -1.2% | 115,533 | -5.9% | 0.55% | -5.3% |
| Q1 2023 | $5,425,145 | +0.4% | 122,791 | -0.1% | 0.58% | -0.5% |
| Q4 2022 | $5,404,426 | +12.0% | 122,967 | -0.7% | 0.59% | +3.9% |
| Q3 2022 | $4,827,000 | -4.5% | 123,863 | -1.4% | 0.56% | +2.4% |
| Q2 2022 | $5,052,000 | -17.0% | 125,597 | -3.9% | 0.55% | -4.8% |
| Q1 2022 | $6,088,000 | -5.9% | 130,692 | -4.0% | 0.58% | -1.0% |
| Q4 2021 | $6,472,000 | +2.1% | 136,196 | -4.6% | 0.58% | -4.9% |
| Q3 2021 | $6,338,000 | -0.9% | 142,736 | -0.0% | 0.62% | +0.5% |
| Q2 2021 | $6,398,000 | – | 142,802 | – | 0.61% | – |
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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% |