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 | $4,035,237 | -2.0% | 88,318 | -0.5% | 3.65% | +1.3% |
| Q2 2023 | $4,115,996 | -1.1% | 88,726 | -5.2% | 3.60% | -6.9% |
| Q1 2023 | $4,163,278 | +2.1% | 93,557 | +0.8% | 3.87% | -6.2% |
| Q4 2022 | $4,079,491 | +12.8% | 92,821 | +0.0% | 4.12% | +0.9% |
| Q3 2022 | $3,617,000 | -3.1% | 92,811 | +0.0% | 4.08% | +1.6% |
| Q2 2022 | $3,733,000 | -19.1% | 92,802 | -6.3% | 4.02% | -5.4% |
| Q1 2022 | $4,613,000 | -0.8% | 99,025 | +1.2% | 4.25% | +6.1% |
| Q4 2021 | $4,652,000 | – | 97,895 | – | 4.01% | – |
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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% |