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 | $508,758 | +23.6% | 11,135 | +25.5% | 0.33% | +23.0% |
| Q2 2023 | $411,616 | -23.8% | 8,873 | -26.9% | 0.26% | -24.1% |
| Q1 2023 | $539,871 | +8.5% | 12,132 | +7.1% | 0.35% | +1.2% |
| Q4 2022 | $497,775 | +24.8% | 11,326 | +10.5% | 0.34% | +9.5% |
| Q3 2022 | $399,000 | +2.6% | 10,246 | +6.0% | 0.32% | +8.6% |
| Q2 2022 | $389,000 | -23.9% | 9,668 | -11.9% | 0.29% | -36.3% |
| Q1 2022 | $511,000 | -1.9% | 10,969 | +0.1% | 0.46% | -1.1% |
| Q4 2021 | $521,000 | +28.0% | 10,963 | +19.5% | 0.46% | -2.1% |
| Q3 2021 | $407,000 | – | 9,176 | – | 0.47% | – |
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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% |