Private Ocean, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 239 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$104,659
+3.1%
2,291
+4.7%
0.01%0.0%
Q2 2023$101,501
+4.2%
2,1880.0%0.01%0.0%
Q1 2023$97,366
+1.3%
2,1880.0%0.01%
+8.3%
Q4 2022$96,163
+13.1%
2,1880.0%0.01%
-7.7%
Q3 2022$85,000
-3.4%
2,1880.0%0.01%
-7.1%
Q2 2022$88,000
-13.7%
2,1880.0%0.01%
+7.7%
Q1 2022$102,000
-1.9%
2,1880.0%0.01%
+8.3%
Q4 2021$104,000
+7.2%
2,1880.0%0.01%0.0%
Q3 2021$97,000
-54.5%
2,188
-53.9%
0.01%
-57.1%
Q2 2021$213,0004,7450.03%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
Equius Partners, Inc. 2,173,962$87,437,00029.60%
Abacus Wealth Partners, LLC 1,390,752$55,936,04929.04%
RESOURCE CONSULTING GROUP INC 1,598,975$64,311,00027.69%
JACKSON THORNTON ASSET MANAGEMENT, LLC 2,295,812$92,338,00026.18%
KRAFT ASSET MANAGEMENT, LLC 662,329$26,639,00025.60%
Index Fund Advisors, Inc. 8,139,036$327,352,00024.79%
BAYSHORE ASSET MANAGEMENT, LLC 841,441$33,843,00024.51%
CAPITAL PERFORMANCE ADVISORS LLP 806,681$32,445,00019.94%
Lauterbach Financial Advisors, LLC 428,702$17,242,00016.38%
KEB ASSET MANAGEMENT, LLC 579,144$23,293,00014.56%
View complete list of DIMENSIONAL ETF TRUST shareholders