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 | $29,324,778 | +0.2% | 641,820 | +1.7% | 0.05% | +1.9% |
| Q2 2023 | $29,273,808 | +3.6% | 631,037 | -0.6% | 0.05% | -3.7% |
| Q1 2023 | $28,250,305 | +10.7% | 634,838 | +9.4% | 0.05% | +5.9% |
| Q4 2022 | $25,509,553 | +26.7% | 580,412 | +12.4% | 0.05% | +13.3% |
| Q3 2022 | $20,128,000 | +8.0% | 516,504 | +11.4% | 0.04% | +9.8% |
| Q2 2022 | $18,645,000 | -20.6% | 463,564 | -8.0% | 0.04% | -6.8% |
| Q1 2022 | $23,469,000 | +8.1% | 503,850 | +10.2% | 0.04% | +7.3% |
| Q4 2021 | $21,719,000 | +21.1% | 457,059 | +13.2% | 0.04% | +13.9% |
| Q3 2021 | $17,929,000 | -1.6% | 403,808 | -0.7% | 0.04% | -2.7% |
| Q2 2021 | $18,214,000 | – | 406,537 | – | 0.04% | – |
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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% |