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 ↓ |
---|---|---|---|
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% |