DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,269,057 | -2.3% | 49,662 | -0.8% | 1.41% | -2.6% |
| Q2 2023 | $2,322,655 | +2.5% | 50,068 | -1.6% | 1.45% | -6.3% |
| Q1 2023 | $2,265,228 | -6.5% | 50,904 | -7.7% | 1.55% | -13.7% |
| Q4 2022 | $2,423,491 | +11.7% | 55,142 | -1.0% | 1.79% | +3.5% |
| Q3 2022 | $2,170,000 | -13.2% | 55,693 | -10.4% | 1.73% | -8.8% |
| Q2 2022 | $2,500,000 | -19.1% | 62,152 | -4.5% | 1.90% | -6.7% |
| Q4 2021 | $3,091,000 | +7.4% | 65,053 | +0.4% | 2.04% | +3.6% |
| Q3 2021 | $2,877,000 | -1.0% | 64,806 | -0.0% | 1.96% | -3.4% |
| Q2 2021 | $2,905,000 | – | 64,831 | – | 2.03% | – |
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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% |