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 | $914,451 | +0.1% | 20,014 | +1.6% | 0.59% | 0.0% |
Q2 2023 | $913,621 | -14.1% | 19,694 | -17.6% | 0.59% | -20.8% |
Q1 2023 | $1,064,044 | +10.5% | 23,911 | +9.1% | 0.75% | -6.9% |
Q4 2022 | $963,115 | +38.2% | 21,914 | +22.6% | 0.80% | +13.1% |
Q3 2022 | $697,000 | +13.7% | 17,875 | +17.3% | 0.71% | +22.9% |
Q2 2022 | $613,000 | +127.0% | 15,245 | +162.8% | 0.58% | +178.3% |
Q1 2022 | $270,000 | +16.4% | 5,801 | +18.7% | 0.21% | +18.3% |
Q4 2021 | $232,000 | – | 4,887 | – | 0.18% | – |
Download |
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% |