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 | $3,729,816 | -2.1% | 81,633 | -0.6% | 2.38% | -9.7% |
| Q2 2023 | $3,809,428 | +8.1% | 82,117 | +3.7% | 2.64% | +1.0% |
| Q1 2023 | $3,524,689 | +1.0% | 79,206 | -0.3% | 2.61% | -21.1% |
| Q4 2022 | $3,491,005 | +9.5% | 79,431 | -2.9% | 3.31% | -9.6% |
| Q3 2022 | $3,187,000 | -6.3% | 81,779 | -3.3% | 3.66% | -0.5% |
| Q2 2022 | $3,403,000 | -13.2% | 84,598 | +0.5% | 3.68% | -11.9% |
| Q1 2022 | $3,920,000 | +2.8% | 84,150 | +4.8% | 4.18% | +3.5% |
| Q4 2021 | $3,814,000 | – | 80,260 | – | 4.04% | – |
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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% |