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 | $1,549,773 | -1.8% | 33,919 | -0.3% | 1.26% | +1.4% |
| Q2 2023 | $1,577,826 | +3.9% | 34,012 | -0.3% | 1.24% | -2.9% |
| Q1 2023 | $1,518,093 | +101309.0% | 34,114 | +0.2% | 1.28% | -2.4% |
| Q4 2022 | $1,497 | -99.9% | 34,051 | -1.7% | 1.31% | +4.5% |
| Q3 2022 | $1,350,000 | -2.8% | 34,631 | +0.3% | 1.25% | -3.3% |
| Q2 2022 | $1,389,000 | -14.4% | 34,543 | -0.9% | 1.30% | -10.7% |
| Q1 2022 | $1,623,000 | -1.8% | 34,844 | +0.1% | 1.45% | -0.6% |
| Q4 2021 | $1,653,000 | – | 34,795 | – | 1.46% | – |
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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% |