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 | $1,170,386 | -36.8% | 25,616 | -35.9% | 0.05% | -34.9% |
| Q2 2023 | $1,853,303 | +28.1% | 39,950 | +22.8% | 0.08% | +33.9% |
| Q1 2023 | $1,447,182 | +139.9% | 32,521 | +137.0% | 0.06% | +113.8% |
| Q4 2022 | $603,155 | +6.8% | 13,724 | -5.3% | 0.03% | -9.4% |
| Q3 2022 | $565,000 | +16.7% | 14,493 | +20.4% | 0.03% | +10.3% |
| Q2 2022 | $484,000 | +39.5% | 12,035 | +64.9% | 0.03% | +38.1% |
| Q4 2021 | $347,000 | -27.7% | 7,297 | -32.5% | 0.02% | -32.3% |
| Q3 2021 | $480,000 | +35.2% | 10,812 | +36.5% | 0.03% | +29.2% |
| Q2 2021 | $355,000 | – | 7,922 | – | 0.02% | – |
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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% |