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 | $2,903,920 | -0.7% | 63,557 | +0.8% | 0.84% | +0.7% |
| Q2 2023 | $2,925,354 | -0.1% | 63,060 | -4.1% | 0.83% | -6.2% |
| Q1 2023 | $2,927,477 | +3.2% | 65,786 | +1.9% | 0.89% | -3.4% |
| Q4 2022 | $2,836,357 | -16.7% | 64,536 | -26.2% | 0.92% | -26.5% |
| Q3 2022 | $3,407,000 | +22.7% | 87,435 | +26.7% | 1.25% | +24.1% |
| Q2 2022 | $2,776,000 | -11.1% | 69,021 | +3.0% | 1.01% | -0.8% |
| Q1 2022 | $3,123,000 | -2.0% | 67,040 | -0.0% | 1.02% | +2.5% |
| Q4 2021 | $3,187,000 | +6.1% | 67,062 | -0.9% | 0.99% | -0.6% |
| Q3 2021 | $3,005,000 | +4.4% | 67,678 | +5.4% | 1.00% | +3.3% |
| Q2 2021 | $2,877,000 | – | 64,217 | – | 0.96% | – |
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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% |