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 | $26,511,436 | +3.2% | 580,246 | +4.8% | 1.81% | +5.5% |
| Q2 2023 | $25,692,811 | +8.8% | 553,844 | +4.4% | 1.72% | +1.4% |
| Q1 2023 | $23,616,756 | +9.5% | 530,714 | +8.2% | 1.70% | +2.2% |
| Q4 2022 | $21,564,841 | +23.4% | 490,668 | +9.5% | 1.66% | +10.0% |
| Q3 2022 | $17,469,000 | -4.6% | 448,264 | -1.6% | 1.51% | -1.9% |
| Q2 2022 | $18,318,000 | -14.2% | 455,451 | -2.2% | 1.54% | -2.0% |
| Q1 2022 | $21,343,000 | -1.2% | 465,902 | +2.5% | 1.57% | +5.9% |
| Q4 2021 | $21,599,000 | +8.0% | 454,515 | +0.9% | 1.48% | -1.8% |
| Q3 2021 | $19,993,000 | +2.6% | 450,303 | +3.5% | 1.51% | -0.4% |
| Q2 2021 | $19,488,000 | – | 434,960 | – | 1.52% | – |
Download | ||||||
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% |