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 | $3,729,816 | -2.1% | 81,633 | -0.6% | 2.38% | -9.7% |
| Q2 2023 | $3,809,428 | +8.1% | 82,117 | +3.7% | 2.64% | +1.0% |
| Q1 2023 | $3,524,689 | +1.0% | 79,206 | -0.3% | 2.61% | -21.1% |
| Q4 2022 | $3,491,005 | +9.5% | 79,431 | -2.9% | 3.31% | -9.6% |
| Q3 2022 | $3,187,000 | -6.3% | 81,779 | -3.3% | 3.66% | -0.5% |
| Q2 2022 | $3,403,000 | -13.2% | 84,598 | +0.5% | 3.68% | -11.9% |
| Q1 2022 | $3,920,000 | +2.8% | 84,150 | +4.8% | 4.18% | +3.5% |
| Q4 2021 | $3,814,000 | – | 80,260 | – | 4.04% | – |
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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% |