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 | $29,009,025 | -1.8% | 634,910 | -0.3% | 11.97% | -2.2% |
Q2 2023 | $29,530,370 | +5.2% | 636,568 | +0.9% | 12.23% | -0.4% |
Q1 2023 | $28,074,871 | +4.9% | 630,896 | +3.6% | 12.28% | -13.7% |
Q4 2022 | $26,768,912 | +12.6% | 609,076 | -0.1% | 14.23% | -6.1% |
Q3 2022 | $23,764,000 | +2.0% | 609,793 | +5.3% | 15.15% | +4.0% |
Q2 2022 | $23,293,000 | -3.8% | 579,144 | +11.4% | 14.56% | -10.1% |
Q1 2022 | $24,223,000 | -2.2% | 520,036 | -0.2% | 16.20% | +2.2% |
Q4 2021 | $24,763,000 | – | 521,117 | – | 15.84% | – |
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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% |