DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 486 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,422 | -4.3% | 8,429 | +0.2% | 0.04% | +5.3% |
| Q2 2023 | $390,188 | +4.5% | 8,411 | +0.3% | 0.04% | 0.0% |
| Q1 2023 | $373,374 | +1.4% | 8,390 | +0.2% | 0.04% | -2.6% |
| Q4 2022 | $368,145 | +12.9% | 8,376 | +0.2% | 0.04% | +2.6% |
| Q3 2022 | $326,000 | -2.7% | 8,358 | +0.2% | 0.04% | +5.6% |
| Q2 2022 | $335,000 | +53.7% | 8,340 | +78.3% | 0.04% | +89.5% |
| Q1 2022 | $218,000 | -1.8% | 4,678 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $222,000 | +7.8% | 4,670 | -60.6% | 0.02% | 0.0% |
| Q3 2021 | $206,000 | -0.5% | 11,856 | +156.2% | 0.02% | -5.0% |
| Q2 2021 | $207,000 | – | 4,627 | – | 0.02% | – |
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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% |