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 | $71,879,145 | +19.1% | 1,415,501 | +7.1% | 4.00% | -6.1% |
| Q3 2023 | $60,371,831 | +5.6% | 1,321,336 | +7.3% | 4.27% | +4.9% |
| Q2 2023 | $57,145,462 | +41.5% | 1,231,849 | +34.1% | 4.07% | +10.5% |
| Q4 2022 | $40,377,489 | +56.8% | 918,714 | +39.1% | 3.68% | +22.8% |
| Q3 2022 | $25,744,000 | +24.5% | 660,600 | +28.5% | 3.00% | +21.4% |
| Q2 2022 | $20,670,000 | +71.5% | 513,931 | +102.7% | 2.47% | +60.5% |
| Q4 2021 | $12,051,000 | -39.5% | 253,602 | -42.9% | 1.54% | -6.2% |
| Q3 2021 | $19,920,000 | +74.7% | 444,069 | +74.5% | 1.64% | +49.2% |
| Q2 2021 | $11,400,000 | – | 254,449 | – | 1.10% | – |
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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% |