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 | $3,064,696 | +7.1% | 67,076 | +8.8% | 1.02% | +7.8% |
| Q2 2023 | $2,860,297 | +21.3% | 61,658 | +16.4% | 0.94% | +9.9% |
| Q1 2023 | $2,358,100 | +19.3% | 52,991 | +17.8% | 0.86% | +5.0% |
| Q4 2022 | $1,977,218 | +21.7% | 44,988 | +7.9% | 0.82% | +0.7% |
| Q3 2022 | $1,625,000 | +19.8% | 41,704 | +23.7% | 0.81% | +28.6% |
| Q2 2022 | $1,356,000 | +277.7% | 33,704 | +337.5% | 0.63% | +269.6% |
| Q1 2022 | $359,000 | +54.7% | 7,704 | +57.6% | 0.17% | +33.6% |
| Q4 2021 | $232,000 | – | 4,889 | – | 0.13% | – |
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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% |