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 | $1,540,804 | -3.1% | 33,723 | -1.6% | 0.62% | +2.6% |
| Q2 2023 | $1,590,481 | +4.2% | 34,285 | 0.0% | 0.60% | +2.7% |
| Q1 2023 | $1,525,683 | -2.3% | 34,285 | -3.5% | 0.59% | -8.6% |
| Q4 2022 | $1,561,719 | +11.6% | 35,534 | -1.0% | 0.64% | +4.0% |
| Q3 2022 | $1,399,000 | -3.1% | 35,902 | 0.0% | 0.62% | -3.1% |
| Q2 2022 | $1,444,000 | -17.1% | 35,902 | -2.0% | 0.64% | +3.7% |
| Q4 2021 | $1,741,000 | +1.1% | 36,636 | -5.5% | 0.62% | -7.2% |
| Q3 2021 | $1,722,000 | -5.9% | 38,783 | -5.0% | 0.66% | +13.9% |
| Q2 2021 | $1,829,000 | – | 40,813 | – | 0.58% | – |
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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% |