DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 491 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,292,506 | +8.0% | 137,721 | +9.7% | 0.07% | +11.5% |
| Q2 2023 | $5,824,258 | -5.7% | 125,549 | -9.6% | 0.06% | -11.6% |
| Q1 2023 | $6,177,860 | -0.9% | 138,828 | -2.1% | 0.07% | -5.5% |
| Q4 2022 | $6,230,920 | +246.0% | 141,772 | +206.7% | 0.07% | +204.2% |
| Q3 2022 | $1,801,000 | +1.1% | 46,222 | +4.4% | 0.02% | +9.1% |
| Q2 2022 | $1,781,000 | -12.6% | 44,280 | +1.3% | 0.02% | 0.0% |
| Q1 2022 | $2,037,000 | +7.1% | 43,733 | +9.2% | 0.02% | +10.0% |
| Q4 2021 | $1,902,000 | +9.4% | 40,034 | +2.2% | 0.02% | 0.0% |
| Q3 2021 | $1,739,000 | +2.3% | 39,168 | +3.2% | 0.02% | 0.0% |
| Q2 2021 | $1,700,000 | – | 37,937 | – | 0.02% | – |
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% |