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 | $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% | – |
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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% |