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 | $13,811,163 | -1.8% | 302,280 | -0.3% | 7.64% | -0.4% |
| Q2 2023 | $14,058,851 | -6.6% | 303,058 | -10.5% | 7.68% | -12.1% |
| Q1 2023 | $15,060,170 | -0.5% | 338,431 | -1.7% | 8.73% | +2008.9% |
| Q4 2022 | $15,131,716 | +20.0% | 344,294 | +6.4% | 0.41% | -94.9% |
| Q3 2022 | $12,607,000 | +8.6% | 323,506 | +12.1% | 8.11% | -2.4% |
| Q2 2022 | $11,610,000 | -23.2% | 288,657 | -11.0% | 8.31% | -4.0% |
| Q1 2022 | $15,114,000 | +4.6% | 324,515 | +6.5% | 8.66% | -7.2% |
| Q4 2021 | $14,445,000 | – | 304,587 | – | 9.33% | – |
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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% |