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 | $363,364,778 | -2.1% | 7,952,829 | -0.6% | 24.13% | -0.6% |
| Q2 2023 | $371,146,713 | +3.3% | 8,000,576 | -0.9% | 24.28% | -1.1% |
| Q1 2023 | $359,294,822 | +99699.7% | 8,074,041 | -1.4% | 24.55% | -3.0% |
| Q4 2022 | $360,016 | -99.9% | 8,191,492 | -2.4% | 25.32% | -0.1% |
| Q3 2022 | $327,164,000 | -0.1% | 8,395,288 | +3.1% | 25.34% | +2.2% |
| Q2 2022 | $327,352,000 | -19.5% | 8,139,036 | -6.8% | 24.79% | -10.6% |
| Q1 2022 | $406,694,000 | -3.0% | 8,731,085 | -1.0% | 27.73% | -7.0% |
| Q4 2021 | $419,209,000 | – | 8,821,747 | – | 29.82% | – |
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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% |