CGN Advisors LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$208,301
-1.5%
4,5590.0%0.03%
-6.7%
Q2 2023$211,492
-1.6%
4,559
-14.7%
0.03%
-50.8%
Q2 2022$215,000
-24.8%
5,342
-13.0%
0.06%
-14.1%
Q1 2022$286,000
-21.2%
6,142
-19.7%
0.07%
-24.5%
Q4 2021$363,000
+25.2%
7,645
+17.2%
0.09%
-1.1%
Q3 2021$290,000
-0.7%
6,5250.0%0.10%
+3.3%
Q2 2021$292,0006,5250.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
JACKSON THORNTON ASSET MANAGEMENT, LLC 2,586,641$118,183,63224.48%
Index Fund Advisors, Inc. 7,952,829$363,364,77824.13%
BAYSHORE ASSET MANAGEMENT, LLC 897,570$41,009,96024.03%
KRAFT ASSET MANAGEMENT, LLC 544,776$24,890,82323.41%
Meritas Wealth Management, LLC 640,961$29,285,51322.44%
CAPITAL PERFORMANCE ADVISORS LLP 828,059$37,834,03819.26%
Abacus Wealth Partners, LLC 1,285,543$58,736,44018.19%
Lauterbach Financial Advisors, LLC 431,412$19,711,21415.48%
RESOURCE CONSULTING GROUP INC 1,584,845$72,411,57314.05%
DOPKINS WEALTH MANAGEMENT, LLC 378,920$17,312,84113.11%
View complete list of DIMENSIONAL ETF TRUST shareholders