DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 486 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,802,797 | +90.2% | 192,664 | +93.1% | 0.59% | +81.7% |
| Q2 2023 | $4,627,774 | +4.2% | 99,758 | 0.0% | 0.33% | -4.4% |
| Q1 2023 | $4,439,231 | +1.1% | 99,758 | -0.1% | 0.34% | -19.9% |
| Q4 2022 | $4,389,858 | +12.8% | 99,883 | 0.0% | 0.43% | +5.2% |
| Q3 2022 | $3,892,000 | -3.1% | 99,883 | 0.0% | 0.41% | +7.1% |
| Q2 2022 | $4,017,000 | -13.8% | 99,883 | -0.1% | 0.38% | -3.1% |
| Q1 2022 | $4,658,000 | -2.0% | 100,008 | 0.0% | 0.39% | -2.2% |
| Q4 2021 | $4,752,000 | +7.0% | 100,008 | 0.0% | 0.40% | -20.2% |
| Q3 2021 | $4,440,000 | -0.9% | 100,008 | 0.0% | 0.50% | -6.9% |
| Q2 2021 | $4,480,000 | – | 100,008 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equius Partners, Inc. | 2,173,962 | $87,437,000 | 29.60% |
| Abacus Wealth Partners, LLC | 1,390,752 | $55,936,049 | 29.04% |
| RESOURCE CONSULTING GROUP INC | 1,598,975 | $64,311,000 | 27.69% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,295,812 | $92,338,000 | 26.18% |
| KRAFT ASSET MANAGEMENT, LLC | 662,329 | $26,639,000 | 25.60% |
| Index Fund Advisors, Inc. | 8,139,036 | $327,352,000 | 24.79% |
| BAYSHORE ASSET MANAGEMENT, LLC | 841,441 | $33,843,000 | 24.51% |
| CAPITAL PERFORMANCE ADVISORS LLP | 806,681 | $32,445,000 | 19.94% |
| Lauterbach Financial Advisors, LLC | 428,702 | $17,242,000 | 16.38% |
| KEB ASSET MANAGEMENT, LLC | 579,144 | $23,293,000 | 14.56% |