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 | $123,255,258 | -17.8% | 2,697,642 | -16.5% | 0.06% | -15.2% |
| Q2 2023 | $149,873,050 | +6.0% | 3,230,719 | +1.7% | 0.07% | -2.9% |
| Q1 2023 | $141,387,185 | +0.6% | 3,177,240 | -0.6% | 0.07% | -6.8% |
| Q4 2022 | $140,475,726 | +18.8% | 3,196,262 | +5.3% | 0.07% | +7.4% |
| Q3 2022 | $118,294,000 | -2.5% | 3,035,503 | +0.6% | 0.07% | 0.0% |
| Q2 2022 | $121,362,000 | +11.4% | 3,017,464 | +29.0% | 0.07% | +23.6% |
| Q1 2022 | $108,930,000 | -1.5% | 2,338,555 | +0.5% | 0.06% | 0.0% |
| Q4 2021 | $110,574,000 | +14.6% | 2,326,909 | +7.1% | 0.06% | +3.8% |
| Q3 2021 | $96,484,000 | +24.9% | 2,173,055 | +26.1% | 0.05% | +20.5% |
| Q2 2021 | $77,226,000 | – | 1,723,666 | – | 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% |