DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,465 | +6.0% | 15,134 | +7.6% | 0.00% | -33.3% |
| Q2 2023 | $652,464 | -50.1% | 14,065 | -52.1% | 0.00% | 0.0% |
| Q1 2023 | $1,306,476 | -2.3% | 29,359 | -3.5% | 0.00% | 0.0% |
| Q4 2022 | $1,337,091 | +48.9% | 30,423 | +32.1% | 0.00% | +50.0% |
| Q3 2022 | $898,000 | -17.8% | 23,031 | -15.2% | 0.00% | -33.3% |
| Q2 2022 | $1,093,000 | -2.2% | 27,174 | +13.2% | 0.00% | +50.0% |
| Q1 2022 | $1,118,000 | -23.8% | 24,012 | -22.3% | 0.00% | -33.3% |
| Q4 2021 | $1,468,000 | +7.5% | 30,900 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $1,365,000 | +17.0% | 30,748 | +18.1% | 0.00% | 0.0% |
| Q2 2021 | $1,167,000 | – | 26,038 | – | 0.00% | – |
Download | ||||||
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% |