DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,657,319 | -1.5% | 101,933 | 0.0% | 1.26% | +2.5% |
| Q2 2023 | $4,728,672 | +4.2% | 101,933 | -0.1% | 1.23% | +2.8% |
| Q1 2023 | $4,539,363 | -0.8% | 102,008 | -2.0% | 1.19% | -12.3% |
| Q4 2022 | $4,575,136 | +12.7% | 104,099 | -0.1% | 1.36% | +5.9% |
| Q3 2022 | $4,058,000 | -2.9% | 104,160 | -0.1% | 1.29% | +3.9% |
| Q2 2022 | $4,181,000 | -14.7% | 104,260 | -1.2% | 1.24% | +0.9% |
| Q1 2022 | $4,903,000 | -3.6% | 105,525 | -1.6% | 1.23% | +3.9% |
| Q4 2021 | $5,085,000 | +7.1% | 107,267 | -0.1% | 1.18% | -4.9% |
| Q3 2021 | $4,748,000 | -1.2% | 107,332 | -0.2% | 1.24% | -0.6% |
| Q2 2021 | $4,808,000 | – | 107,601 | – | 1.25% | – |
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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% |