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 | $5,993,685 | -0.1% | 131,182 | +1.5% | 0.02% | +228.6% |
| Q2 2023 | $5,997,401 | +174.9% | 129,282 | +163.7% | 0.01% | -84.1% |
| Q1 2023 | $2,181,530 | +2.6% | 49,023 | -1.1% | 0.04% | +63.0% |
| Q4 2022 | $2,126,403 | +12.0% | 49,585 | +1.8% | 0.03% | +12.5% |
| Q3 2022 | $1,899,000 | -0.2% | 48,720 | +2.9% | 0.02% | +4.3% |
| Q2 2022 | $1,903,000 | +189.6% | 47,326 | +235.5% | 0.02% | +228.6% |
| Q1 2022 | $657,000 | -20.3% | 14,106 | -18.6% | 0.01% | -12.5% |
| Q4 2021 | $824,000 | -12.8% | 17,328 | -18.6% | 0.01% | -38.5% |
| Q3 2021 | $945,000 | – | 21,280 | – | 0.01% | – |
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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% |