DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 239 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,021 | -1.1% | 7,092 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $327,725 | +104604.5% | 7,065 | +0.4% | 0.02% | +5.9% |
| Q1 2023 | $313 | -17.4% | 7,034 | -18.3% | 0.02% | -26.1% |
| Q4 2022 | $379 | -99.9% | 8,613 | -49.8% | 0.02% | +4.5% |
| Q3 2022 | $668,000 | +94.2% | 17,158 | +100.8% | 0.02% | +10.0% |
| Q2 2022 | $344,000 | -13.1% | 8,546 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $396,000 | -2.0% | 8,511 | +0.2% | 0.02% | +5.3% |
| Q4 2021 | $404,000 | +7.7% | 8,495 | +0.7% | 0.02% | -5.0% |
| Q3 2021 | $375,000 | -0.5% | 8,438 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $377,000 | – | 8,418 | – | 0.02% | – |
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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% |