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 | $10,859,097 | +3.1% | 237,669 | +4.7% | 4.41% | +2.1% |
| Q2 2023 | $10,533,174 | +9.2% | 227,057 | +4.7% | 4.32% | +2.1% |
| Q1 2023 | $9,649,380 | +9.8% | 216,840 | +8.5% | 4.24% | +4.5% |
| Q4 2022 | $8,786,176 | +21.5% | 199,913 | +7.8% | 4.06% | +6.2% |
| Q3 2022 | $7,229,000 | +15.3% | 185,492 | +19.0% | 3.82% | +24.0% |
| Q2 2022 | $6,268,000 | +12.8% | 155,836 | +26.2% | 3.08% | +15.4% |
| Q1 2022 | $5,559,000 | +332.3% | 123,501 | +356.4% | 2.67% | +366.8% |
| Q4 2021 | $1,286,000 | – | 27,061 | – | 0.57% | – |
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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% |