DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,386,093 | +3.3% | 74,110 | +4.9% | 1.94% | +5.9% |
| Q2 2023 | $3,278,057 | +26.7% | 70,663 | +21.5% | 1.83% | +19.3% |
| Q1 2023 | $2,587,853 | +17.9% | 58,154 | +16.5% | 1.53% | +9.8% |
| Q4 2022 | $2,194,775 | +10.6% | 49,938 | -1.9% | 1.40% | -6.1% |
| Q3 2022 | $1,984,000 | +18.7% | 50,905 | +22.5% | 1.49% | +21.9% |
| Q2 2022 | $1,671,000 | +3.1% | 41,547 | +19.5% | 1.22% | +13.6% |
| Q1 2022 | $1,620,000 | +67.7% | 34,779 | +71.0% | 1.08% | +63.1% |
| Q4 2021 | $966,000 | – | 20,333 | – | 0.66% | – |
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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% |