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 | $5,986,043 | +10.5% | 131,014 | +12.2% | 0.33% | +15.2% |
| Q2 2023 | $5,417,786 | +6.3% | 116,788 | +2.0% | 0.29% | 0.0% |
| Q1 2023 | $5,096,053 | +3.7% | 114,518 | +2.4% | 0.29% | -1.0% |
| Q4 2022 | $4,912,904 | +15.8% | 111,784 | +2.7% | 0.29% | +8.6% |
| Q3 2022 | $4,241,000 | -1.9% | 108,827 | +1.2% | 0.27% | +3.5% |
| Q2 2022 | $4,325,000 | -5.3% | 107,537 | +12.0% | 0.26% | +19.3% |
| Q4 2021 | $4,565,000 | +7.5% | 96,057 | +0.4% | 0.22% | -3.1% |
| Q3 2021 | $4,248,000 | +16.0% | 95,668 | +17.0% | 0.22% | +16.0% |
| Q2 2021 | $3,662,000 | – | 81,734 | – | 0.19% | – |
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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% |