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 | $3,386,093 | +3.3% | 74,110 | +4.9% | 1.94% | +5.9% |
| Q2 2023 | $3,278,057 | +26.7% | 70,663 | +21.5% | 1.83% | +19.3% |
| Q1 2023 | $2,587,853 | +17.9% | 58,154 | +16.5% | 1.53% | +9.8% |
| Q4 2022 | $2,194,775 | +10.6% | 49,938 | -1.9% | 1.40% | -6.1% |
| Q3 2022 | $1,984,000 | +18.7% | 50,905 | +22.5% | 1.49% | +21.9% |
| Q2 2022 | $1,671,000 | +3.1% | 41,547 | +19.5% | 1.22% | +13.6% |
| Q1 2022 | $1,620,000 | +67.7% | 34,779 | +71.0% | 1.08% | +63.1% |
| Q4 2021 | $966,000 | – | 20,333 | – | 0.66% | – |
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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% |