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 | $15,381,041 | -0.6% | 336,639 | +0.9% | 1.94% | +2.3% |
| Q2 2023 | $15,481,302 | +13.5% | 333,721 | +8.9% | 1.90% | +5.9% |
| Q1 2023 | $13,641,766 | +4.4% | 306,557 | +3.1% | 1.79% | -1.7% |
| Q4 2022 | $13,067,652 | +12.1% | 297,330 | -0.6% | 1.82% | +0.1% |
| Q3 2022 | $11,660,000 | -5.8% | 299,212 | -2.8% | 1.82% | -2.7% |
| Q2 2022 | $12,383,000 | -18.7% | 307,885 | -5.9% | 1.87% | -12.7% |
| Q1 2022 | $15,234,000 | -3.9% | 327,051 | -2.0% | 2.14% | +3.1% |
| Q4 2021 | $15,858,000 | – | 333,707 | – | 2.08% | – |
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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% |