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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,445,340 | +20.1% | 1,301,058 | +21.9% | 3.60% | +38.8% |
| Q2 2023 | $49,500,310 | +4.2% | 1,067,047 | 0.0% | 2.59% | -1.5% |
| Q1 2023 | $47,483,592 | +3.2% | 1,067,047 | +1.9% | 2.63% | +111.7% |
| Q4 2022 | $46,017,716 | +16.1% | 1,047,047 | +2.9% | 1.24% | +19.4% |
| Q3 2022 | $39,634,000 | +17.6% | 1,017,047 | +21.4% | 1.04% | +30.8% |
| Q2 2022 | $33,692,000 | -1.1% | 837,690 | +14.6% | 0.80% | +13.6% |
| Q1 2022 | $34,062,000 | +41.9% | 731,257 | +44.7% | 0.70% | +47.6% |
| Q4 2021 | $24,008,000 | – | 505,225 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,173,962 | $87,437,000 | 29.60% |
| Abacus Wealth Partners, LLC | 1,390,752 | $55,936,049 | 29.04% |
| RESOURCE CONSULTING GROUP INC | 1,598,975 | $64,311,000 | 27.69% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,295,812 | $92,338,000 | 26.18% |
| KRAFT ASSET MANAGEMENT, LLC | 662,329 | $26,639,000 | 25.60% |
| Index Fund Advisors, Inc. | 8,139,036 | $327,352,000 | 24.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 841,441 | $33,843,000 | 24.51% |
| CAPITAL PERFORMANCE ADVISORS LLP | 806,681 | $32,445,000 | 19.94% |
| Lauterbach Financial Advisors, LLC | 428,702 | $17,242,000 | 16.38% |
| KEB ASSET MANAGEMENT, LLC | 579,144 | $23,293,000 | 14.56% |