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 | $680,496 | -6.7% | 14,893 | -5.2% | 0.30% | -5.1% |
| Q2 2023 | $729,198 | +4.6% | 15,718 | +0.3% | 0.31% | +8.7% |
| Q1 2023 | $697,284 | +1.5% | 15,669 | +0.2% | 0.29% | +2.8% |
| Q4 2022 | $687,189 | +6.7% | 15,635 | -5.5% | 0.28% | -5.7% |
| Q3 2022 | $644,000 | -2.9% | 16,550 | +0.3% | 0.30% | +2.4% |
| Q2 2022 | $663,000 | -13.4% | 16,503 | +0.3% | 0.29% | -5.8% |
| Q1 2022 | $766,000 | -1.8% | 16,453 | +0.1% | 0.31% | +0.7% |
| Q4 2021 | $780,000 | +1.3% | 16,430 | -5.3% | 0.31% | -2.5% |
| Q3 2021 | $770,000 | -0.6% | 17,348 | +0.2% | 0.32% | +0.3% |
| Q2 2021 | $775,000 | – | 17,317 | – | 0.31% | – |
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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% |