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 | $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 ↓ |
|---|---|---|---|
| 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% |