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 | $78,723,902 | -2.2% | 1,723,001 | -0.7% | 4.21% | -3.0% |
| Q2 2023 | $80,509,042 | +3.8% | 1,735,483 | -0.4% | 4.34% | -0.4% |
| Q1 2023 | $77,545,642 | +0.4% | 1,742,599 | -0.8% | 4.36% | -4.3% |
| Q4 2022 | $77,234,640 | +11.5% | 1,757,330 | -1.1% | 4.56% | -1.4% |
| Q3 2022 | $69,250,000 | -2.7% | 1,777,018 | +0.4% | 4.62% | +3.0% |
| Q2 2022 | $71,175,000 | -15.2% | 1,769,651 | -1.8% | 4.48% | -17.8% |
| Q1 2022 | $83,934,000 | -2.5% | 1,801,933 | -0.5% | 5.46% | +0.0% |
| Q4 2021 | $86,072,000 | +9.0% | 1,811,279 | +1.8% | 5.46% | 0.0% |
| Q3 2021 | $78,974,000 | -0.8% | 1,778,688 | +0.1% | 5.46% | -12.6% |
| Q2 2021 | $79,613,000 | – | 1,776,954 | – | 6.25% | – |
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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% |