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 | $264,505 | -20.6% | 5,789 | -19.4% | 0.15% | -19.0% |
| Q2 2023 | $333,031 | +3.2% | 7,179 | -1.0% | 0.18% | -4.2% |
| Q1 2023 | $322,799 | +1.6% | 7,254 | +0.3% | 0.19% | -6.3% |
| Q4 2022 | $317,871 | +10.4% | 7,233 | -2.0% | 0.20% | -1.9% |
| Q3 2022 | $288,000 | -34.2% | 7,383 | -32.2% | 0.21% | -35.1% |
| Q2 2022 | $438,000 | +4.5% | 10,896 | +21.1% | 0.32% | +21.5% |
| Q1 2022 | $419,000 | -1.9% | 8,995 | +0.2% | 0.26% | +4.3% |
| Q4 2021 | $427,000 | -33.1% | 8,978 | -37.5% | 0.25% | -38.2% |
| Q3 2021 | $638,000 | -9.1% | 14,369 | -8.3% | 0.41% | -11.0% |
| Q2 2021 | $702,000 | – | 15,666 | – | 0.46% | – |
Download | ||||||
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% |