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 | $1,407,570 | -2.8% | 30,806 | -1.3% | 0.10% | +1.1% |
| Q2 2023 | $1,447,983 | +3.3% | 31,213 | -0.9% | 0.09% | -2.1% |
| Q1 2023 | $1,402,078 | -3.3% | 31,507 | -4.5% | 0.10% | -11.9% |
| Q4 2022 | $1,450,299 | +12.4% | 32,998 | -0.3% | 0.11% | +1.9% |
| Q3 2022 | $1,290,000 | -3.4% | 33,107 | -0.3% | 0.11% | -20.7% |
| Q2 2022 | $1,336,000 | -14.0% | 33,218 | -0.5% | 0.14% | +0.7% |
| Q1 2022 | $1,554,000 | -5.1% | 33,372 | -3.2% | 0.13% | -0.7% |
| Q4 2021 | $1,638,000 | +7.0% | 34,476 | -0.0% | 0.14% | +7.1% |
| Q3 2021 | $1,531,000 | -6.2% | 34,490 | -5.3% | 0.13% | -23.2% |
| Q2 2021 | $1,632,000 | – | 36,439 | – | 0.16% | – |
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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% |