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 | $17,482,379 | +0.3% | 382,630 | +1.8% | 6.30% | +1.1% |
| Q2 2023 | $17,437,732 | +4.5% | 375,894 | +0.2% | 6.24% | +0.5% |
| Q1 2023 | $16,693,355 | +1.8% | 375,132 | +0.6% | 6.21% | -6.5% |
| Q4 2022 | $16,394,336 | +11.4% | 373,022 | -1.2% | 6.64% | +3.4% |
| Q3 2022 | $14,719,000 | -2.6% | 377,689 | +0.5% | 6.42% | -1.0% |
| Q2 2022 | $15,118,000 | -15.0% | 375,888 | +0.5% | 6.48% | -13.8% |
| Q4 2021 | $17,782,000 | +8.5% | 374,204 | +1.4% | 7.51% | -3.8% |
| Q3 2021 | $16,391,000 | +1.2% | 369,163 | +2.1% | 7.81% | -11.4% |
| Q2 2021 | $16,197,000 | – | 361,503 | – | 8.82% | – |
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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% |