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 | $24,890,823 | -3.2% | 544,776 | -1.7% | 23.41% | +1.3% |
| Q2 2023 | $25,717,873 | -3.1% | 554,384 | -7.1% | 23.11% | -2.4% |
| Q1 2023 | $26,551,793 | -6.4% | 596,670 | -7.5% | 23.69% | -8.3% |
| Q4 2022 | $28,359,622 | +13.4% | 645,270 | +0.6% | 25.84% | +2.0% |
| Q3 2022 | $25,003,000 | -6.1% | 641,595 | -3.1% | 25.34% | -1.0% |
| Q2 2022 | $26,639,000 | -12.3% | 662,329 | +1.6% | 25.60% | -18.9% |
| Q1 2022 | $30,366,000 | +5.0% | 651,901 | +7.1% | 31.58% | +0.4% |
| Q4 2021 | $28,921,000 | – | 608,602 | – | 31.44% | – |
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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% |