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 | $2,086,102 | -1.1% | 45,658 | +0.5% | 0.43% | +8.6% |
| Q2 2023 | $2,108,311 | +12.2% | 45,448 | +7.6% | 0.40% | +4.2% |
| Q1 2023 | $1,878,839 | -2.4% | 42,221 | -3.6% | 0.38% | +47.1% |
| Q4 2022 | $1,925,125 | +1.6% | 43,803 | -9.9% | 0.26% | -43.9% |
| Q3 2022 | $1,895,000 | -2.4% | 48,639 | +0.7% | 0.46% | +17.3% |
| Q2 2022 | $1,942,000 | -14.7% | 48,279 | -1.2% | 0.39% | -2.7% |
| Q1 2022 | $2,276,000 | +49.0% | 48,864 | +51.9% | 0.40% | +59.4% |
| Q4 2021 | $1,528,000 | +36.9% | 32,159 | +27.9% | 0.25% | +28.3% |
| Q3 2021 | $1,116,000 | – | 25,142 | – | 0.20% | – |
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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% |