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 | $1,802,274 | -1.9% | 39,446 | -0.4% | 0.29% | -21.5% |
Q2 2023 | $1,837,587 | +4.2% | 39,612 | 0.0% | 0.37% | -4.4% |
Q1 2023 | $1,762,721 | -13.4% | 39,612 | -14.5% | 0.38% | -21.7% |
Q4 2022 | $2,035,136 | +7.9% | 46,306 | -4.3% | 0.49% | -5.7% |
Q3 2022 | $1,886,000 | -4.0% | 48,392 | -0.9% | 0.52% | +28.3% |
Q2 2022 | $1,964,000 | -14.0% | 48,842 | -0.4% | 0.41% | -26.8% |
Q1 2022 | $2,285,000 | -2.1% | 49,049 | -0.1% | 0.56% | +8.2% |
Q4 2021 | $2,334,000 | +6.9% | 49,119 | -0.2% | 0.51% | -14.5% |
Q3 2021 | $2,184,000 | -0.9% | 49,194 | +0.0% | 0.60% | -14.3% |
Q2 2021 | $2,204,000 | – | 49,188 | – | 0.70% | – |
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% |