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 | $17,044,752 | +4.6% | 373,047 | +6.3% | 0.02% | -13.8% |
| Q2 2023 | $16,287,501 | +6.6% | 351,021 | +2.2% | 0.03% | 0.0% |
| Q1 2023 | $15,275,566 | +1.7% | 343,531 | +0.5% | 0.03% | -3.3% |
| Q4 2022 | $15,017,966 | +68.1% | 341,676 | +49.0% | 0.03% | +50.0% |
| Q3 2022 | $8,936,000 | +4.6% | 229,302 | +8.0% | 0.02% | +5.3% |
| Q2 2022 | $8,545,000 | +145.1% | 212,319 | +183.7% | 0.02% | +171.4% |
| Q1 2022 | $3,486,000 | -59.7% | 74,852 | -58.9% | 0.01% | -56.2% |
| Q4 2021 | $8,652,000 | +1.6% | 181,981 | -5.0% | 0.02% | -11.1% |
| Q3 2021 | $8,515,000 | +30.7% | 191,620 | +31.8% | 0.02% | +28.6% |
| Q2 2021 | $6,513,000 | – | 145,368 | – | 0.01% | – |
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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% |