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 | $3,898,780 | -1.9% | 85,331 | -0.4% | 2.17% | -2.3% |
| Q2 2023 | $3,973,080 | +3.0% | 85,645 | -1.2% | 2.22% | -3.9% |
| Q1 2023 | $3,856,445 | +1.2% | 86,662 | -0.0% | 2.31% | -6.1% |
| Q4 2022 | $3,809,475 | +13.0% | 86,677 | +0.2% | 2.46% | +4.0% |
| Q3 2022 | $3,372,000 | -4.2% | 86,537 | -1.1% | 2.36% | -5.8% |
| Q2 2022 | $3,520,000 | -13.9% | 87,514 | -0.3% | 2.51% | -12.4% |
| Q1 2022 | $4,089,000 | -1.8% | 87,804 | +0.3% | 2.86% | +0.6% |
| Q4 2021 | $4,162,000 | -31.0% | 87,585 | -35.5% | 2.85% | +30.9% |
| Q3 2021 | $6,028,000 | +2.4% | 135,754 | +2.7% | 2.17% | -10.2% |
| Q2 2021 | $5,884,000 | – | 132,135 | – | 2.42% | – |
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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% |