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 | $30,595,885 | +10.1% | 669,641 | +11.8% | 0.02% | +5.0% |
| Q2 2023 | $27,791,989 | +17.5% | 599,094 | +12.7% | 0.02% | +11.1% |
| Q1 2023 | $23,652,012 | +15.9% | 531,506 | +14.5% | 0.02% | +5.9% |
| Q4 2022 | $20,403,513 | +54.2% | 464,244 | +36.7% | 0.02% | +30.8% |
| Q3 2022 | $13,232,000 | +6.3% | 339,551 | +9.7% | 0.01% | +8.3% |
| Q2 2022 | $12,452,000 | -12.3% | 309,608 | +3.6% | 0.01% | 0.0% |
| Q4 2021 | $14,197,000 | +12.9% | 298,750 | +5.5% | 0.01% | 0.0% |
| Q3 2021 | $12,576,000 | +1.2% | 283,244 | +2.1% | 0.01% | -7.7% |
| Q2 2021 | $12,427,000 | – | 277,375 | – | 0.01% | – |
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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% |