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 | $1,086,673 | -1.5% | 23,784 | +0.0% | 0.10% | +4.0% |
| Q2 2023 | $1,103,092 | +4.3% | 23,779 | +0.0% | 0.10% | -1.0% |
| Q1 2023 | $1,057,903 | +1.3% | 23,773 | +0.0% | 0.10% | -2.0% |
| Q4 2022 | $1,044,661 | +11.1% | 23,769 | -1.4% | 0.10% | -1.0% |
| Q3 2022 | $940,000 | -3.0% | 24,109 | +0.1% | 0.10% | +1.0% |
| Q2 2022 | $969,000 | -13.6% | 24,089 | +0.1% | 0.10% | -3.8% |
| Q1 2022 | $1,121,000 | -21.9% | 24,067 | -20.4% | 0.11% | -21.5% |
| Q4 2021 | $1,436,000 | +6.2% | 30,221 | -0.7% | 0.14% | -2.9% |
| Q3 2021 | $1,352,000 | -0.8% | 30,441 | +0.0% | 0.14% | -31.5% |
| Q2 2021 | $1,363,000 | – | 30,428 | – | 0.20% | – |
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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% |