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 | $1,129,502 | -1.5% | 24,721 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $1,146,807 | +20.1% | 24,721 | +15.2% | 0.02% | +8.7% |
| Q1 2023 | $954,970 | +167.4% | 21,460 | +190.1% | 0.02% | +130.0% |
| Q4 2022 | $357,094 | +0.9% | 7,398 | -18.6% | 0.01% | -23.1% |
| Q3 2022 | $354,000 | -0.3% | 9,084 | +2.9% | 0.01% | +8.3% |
| Q2 2022 | $355,000 | -64.2% | 8,826 | -58.6% | 0.01% | -69.2% |
| Q1 2022 | $993,000 | +7.6% | 21,318 | +9.8% | 0.04% | +2.6% |
| Q4 2021 | $923,000 | +7.1% | 19,423 | +0.0% | 0.04% | -5.0% |
| Q3 2021 | $862,000 | -0.9% | 19,414 | -0.0% | 0.04% | 0.0% |
| Q2 2021 | $870,000 | – | 19,418 | – | 0.04% | – |
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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% |