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 | $2,834,831 | -1.7% | 62,044 | -0.2% | 0.92% | +10.4% |
Q2 2023 | $2,882,969 | +1.4% | 62,146 | -2.7% | 0.83% | +10.6% |
Q1 2023 | $2,843,041 | -5.9% | 63,889 | -7.1% | 0.75% | -7.3% |
Q4 2022 | $3,022,095 | +9.1% | 68,762 | -3.3% | 0.81% | -1.1% |
Q3 2022 | $2,770,000 | -1.9% | 71,084 | +1.3% | 0.82% | +4.2% |
Q2 2022 | $2,823,000 | -13.4% | 70,191 | +0.3% | 0.79% | -1.7% |
Q1 2022 | $3,260,000 | -2.4% | 69,987 | -0.4% | 0.80% | +2.9% |
Q4 2021 | $3,339,000 | +7.5% | 70,260 | +0.5% | 0.78% | +4.6% |
Q3 2021 | $3,106,000 | -1.1% | 69,944 | -0.2% | 0.75% | -0.5% |
Q2 2021 | $3,139,000 | – | 70,069 | – | 0.75% | – |
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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% |