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 | $122,982 | +7.7% | 2,691,662 | +9.4% | 0.47% | +3.1% |
| Q2 2023 | $114,171 | +2.1% | 2,461,107 | -2.1% | 0.45% | -10.8% |
| Q1 2023 | $111,823 | -1.4% | 2,512,877 | -2.6% | 0.51% | -10.6% |
| Q4 2022 | $113,435 | -99.9% | 2,581,000 | -0.8% | 0.57% | -5.5% |
| Q3 2022 | $101,350,000 | -2.7% | 2,600,730 | +0.4% | 0.60% | -5.8% |
| Q2 2022 | $104,192,000 | +17.8% | 2,590,563 | +36.4% | 0.64% | +22.5% |
| Q1 2022 | $88,475,000 | -1.5% | 1,899,411 | +0.5% | 0.52% | -6.0% |
| Q4 2021 | $89,795,000 | +12.7% | 1,889,631 | +5.3% | 0.55% | -0.5% |
| Q3 2021 | $79,700,000 | -1.4% | 1,795,039 | -0.5% | 0.56% | -10.5% |
| Q2 2021 | $80,831,000 | – | 1,804,140 | – | 0.62% | – |
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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% |