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 | $20,420,736 | 0.0% | 440,197 | 0.0% | 4.27% | -0.9% |
| Q2 2023 | $20,420,736 | +4.0% | 440,197 | -0.2% | 4.31% | 0.0% |
| Q1 2023 | $19,634,740 | +183.5% | 441,230 | +225.9% | 4.31% | +169.4% |
| Q4 2022 | $6,925,850 | -60.6% | 135,403 | -70.0% | 1.60% | -63.6% |
| Q3 2022 | $17,587,000 | -3.9% | 451,298 | -0.9% | 4.39% | +6.6% |
| Q2 2022 | $18,309,000 | -13.9% | 455,231 | -0.2% | 4.12% | -2.1% |
| Q1 2022 | $21,255,000 | +0.2% | 456,319 | -0.8% | 4.21% | +3.5% |
| Q4 2021 | $21,206,000 | +3.0% | 459,804 | -0.8% | 4.07% | 0.0% |
| Q3 2021 | $20,580,000 | -2.2% | 463,520 | -1.9% | 4.07% | -2.3% |
| Q2 2021 | $21,042,000 | – | 472,542 | – | 4.16% | – |
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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% |