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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,941,159 | +10.4% | 283,238 | +12.1% | 0.11% | +13.1% |
| Q2 2023 | $11,719,456 | +5.3% | 252,629 | +1.0% | 0.10% | +2.1% |
| Q1 2023 | $11,134,767 | +17.3% | 250,219 | +15.9% | 0.10% | +10.2% |
| Q4 2022 | $9,492,197 | +19.2% | 215,977 | +5.7% | 0.09% | -44.7% |
| Q3 2022 | $7,964,000 | -10.0% | 204,356 | -7.1% | 0.16% | +12.8% |
| Q2 2022 | $8,846,000 | -13.1% | 219,937 | +0.6% | 0.14% | -3.4% |
| Q1 2022 | $10,184,000 | +0.8% | 218,626 | +2.9% | 0.15% | +0.7% |
| Q4 2021 | $10,101,000 | +14.1% | 212,564 | +6.6% | 0.14% | +2.8% |
| Q3 2021 | $8,852,000 | +5.4% | 199,374 | +6.4% | 0.14% | +4.4% |
| Q2 2021 | $8,395,000 | – | 187,369 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,173,962 | $87,437,000 | 29.60% |
| Abacus Wealth Partners, LLC | 1,390,752 | $55,936,049 | 29.04% |
| RESOURCE CONSULTING GROUP INC | 1,598,975 | $64,311,000 | 27.69% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,295,812 | $92,338,000 | 26.18% |
| KRAFT ASSET MANAGEMENT, LLC | 662,329 | $26,639,000 | 25.60% |
| Index Fund Advisors, Inc. | 8,139,036 | $327,352,000 | 24.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 841,441 | $33,843,000 | 24.51% |
| CAPITAL PERFORMANCE ADVISORS LLP | 806,681 | $32,445,000 | 19.94% |
| Lauterbach Financial Advisors, LLC | 428,702 | $17,242,000 | 16.38% |
| KEB ASSET MANAGEMENT, LLC | 579,144 | $23,293,000 | 14.56% |