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 | $2,696,184 | +3.1% | 59,009 | +4.6% | 0.00% | +33.3% |
| Q2 2023 | $2,616,234 | +8.5% | 56,397 | +4.1% | 0.00% | 0.0% |
| Q1 2023 | $2,410,659 | +25.3% | 54,172 | +23.7% | 0.00% | 0.0% |
| Q4 2022 | $1,924,037 | +205.4% | 43,778 | +170.8% | 0.00% | +200.0% |
| Q3 2022 | $630,000 | +1.9% | 16,165 | +5.1% | 0.00% | 0.0% |
| Q2 2022 | $618,000 | -24.2% | 15,374 | -12.1% | 0.00% | 0.0% |
| Q1 2022 | $815,000 | -0.4% | 17,496 | +1.6% | 0.00% | 0.0% |
| Q4 2021 | $818,000 | +15.4% | 17,213 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $709,000 | -13.4% | 15,968 | -12.6% | 0.00% | -50.0% |
| Q2 2021 | $819,000 | – | 18,269 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,173,962 | $87,437,000 | 29.60% |
| Abacus Wealth Partners, LLC | 1,390,752 | $55,936,049 | 29.04% |
| RESOURCE CONSULTING GROUP INC | 1,598,975 | $64,311,000 | 27.69% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,295,812 | $92,338,000 | 26.18% |
| KRAFT ASSET MANAGEMENT, LLC | 662,329 | $26,639,000 | 25.60% |
| Index Fund Advisors, Inc. | 8,139,036 | $327,352,000 | 24.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 841,441 | $33,843,000 | 24.51% |
| CAPITAL PERFORMANCE ADVISORS LLP | 806,681 | $32,445,000 | 19.94% |
| Lauterbach Financial Advisors, LLC | 428,702 | $17,242,000 | 16.38% |
| KEB ASSET MANAGEMENT, LLC | 579,144 | $23,293,000 | 14.56% |