DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 239 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,186,073 | +17.3% | 222,939 | +19.1% | 0.06% | +17.3% |
| Q2 2023 | $8,684,738 | +34.5% | 187,211 | +29.0% | 0.05% | +23.8% |
| Q1 2023 | $6,458,184 | +28.9% | 145,128 | +27.3% | 0.04% | +16.7% |
| Q4 2022 | $5,010,333 | +36.6% | 114,001 | +21.1% | 0.04% | +24.1% |
| Q3 2022 | $3,669,000 | +11.2% | 94,154 | +14.8% | 0.03% | +11.5% |
| Q2 2022 | $3,299,000 | +406.0% | 82,032 | +497.5% | 0.03% | +420.0% |
| Q4 2021 | $652,000 | +53.8% | 13,730 | +43.8% | 0.01% | +66.7% |
| Q3 2021 | $424,000 | -4.5% | 9,545 | -3.8% | 0.00% | -25.0% |
| Q2 2021 | $444,000 | – | 9,921 | – | 0.00% | – |
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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% |