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 | $567 | -15.9% | 12,403 | -14.7% | 0.14% | -27.7% |
| Q2 2023 | $674 | +0.6% | 14,539 | -3.4% | 0.20% | -8.0% |
| Q1 2023 | $670 | +1.4% | 15,046 | +0.1% | 0.21% | -2.3% |
| Q4 2022 | $661 | -99.9% | 15,032 | +0.1% | 0.22% | +0.5% |
| Q3 2022 | $585,000 | +7.3% | 15,014 | +10.9% | 0.22% | 0.0% |
| Q2 2022 | $545,000 | +78.1% | 13,541 | +106.2% | 0.22% | +78.5% |
| Q1 2022 | $306,000 | +1.3% | 6,566 | +3.5% | 0.12% | -9.0% |
| Q4 2021 | $302,000 | +10.2% | 6,345 | +2.8% | 0.13% | -19.4% |
| Q3 2021 | $274,000 | -0.7% | 6,173 | +0.2% | 0.16% | -0.6% |
| Q2 2021 | $276,000 | – | 6,158 | – | 0.17% | – |
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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% |