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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $353,122 | +14.5% | 6,748 | 0.0% | 0.08% | +6.6% |
| Q3 2023 | $308,316 | -1.5% | 6,748 | 0.0% | 0.08% | +2.7% |
| Q2 2023 | $313,039 | +4.2% | 6,748 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $300,286 | +1.8% | 6,748 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $295,090 | -99.9% | 6,748 | 0.0% | 0.07% | +2.8% |
| Q3 2022 | $262,969,000 | -3.1% | 6,748 | 0.0% | 0.07% | +2.9% |
| Q2 2022 | $271,404,000 | -13.7% | 6,748 | 0.0% | 0.07% | -5.5% |
| Q1 2022 | $314,321,000 | -2.0% | 6,748 | 0.0% | 0.07% | +1.4% |
| Q4 2021 | $320,664,000 | +6.1% | 6,748 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $302,332,000 | – | 6,748 | – | 0.07% | – |
Download | ||||||
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% |