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 | $420,264 | +1.8% | 9,198 | +3.4% | 0.10% | -1.0% |
| Q2 2023 | $412,732 | -1.3% | 8,897 | -5.3% | 0.10% | -13.3% |
| Q1 2023 | $418,033 | +1.3% | 9,394 | 0.0% | 0.11% | -5.0% |
| Q4 2022 | $412,866 | +12.8% | 9,394 | 0.0% | 0.12% | +1.7% |
| Q3 2022 | $366,000 | -3.2% | 9,394 | 0.0% | 0.12% | +0.9% |
| Q2 2022 | $378,000 | -18.4% | 9,394 | -5.5% | 0.12% | -6.5% |
| Q1 2022 | $463,000 | -17.9% | 9,937 | -16.3% | 0.12% | -10.8% |
| Q4 2021 | $564,000 | +29.7% | 11,866 | +21.1% | 0.14% | +8.6% |
| Q3 2021 | $435,000 | -0.9% | 9,801 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $439,000 | – | 9,801 | – | 0.13% | – |
Download | ||||||
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% |