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 | $2,538,088 | -2.7% | 55,550 | -1.2% | 0.12% | +2.5% |
| Q2 2023 | $2,608,017 | -0.2% | 56,219 | -4.3% | 0.12% | -11.1% |
| Q1 2023 | $2,613,340 | -0.5% | 58,727 | -1.7% | 0.14% | -4.3% |
| Q4 2022 | $2,625,415 | +0.1% | 59,736 | -11.2% | 0.14% | -11.3% |
| Q3 2022 | $2,623,000 | -4.9% | 67,305 | -1.9% | 0.16% | +1.9% |
| Q2 2022 | $2,759,000 | -17.6% | 68,587 | -4.6% | 0.16% | -7.1% |
| Q1 2022 | $3,349,000 | +64.0% | 71,895 | +67.3% | 0.17% | +69.7% |
| Q4 2021 | $2,042,000 | +6.9% | 42,979 | +0.8% | 0.10% | -3.9% |
| Q2 2021 | $1,910,000 | – | 42,641 | – | 0.10% | – |
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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% |