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 | $3,577 | +4.0% | 78,287 | +5.5% | 1.97% | +6.1% |
Q2 2023 | $3,441 | +0.3% | 74,182 | -3.8% | 1.86% | -5.4% |
Q1 2023 | $3,431 | +4.9% | 77,097 | +3.6% | 1.96% | -2.4% |
Q4 2022 | $3,270 | -99.9% | 74,403 | +22.6% | 2.01% | +21.5% |
Q3 2022 | $2,366,000 | +52.8% | 60,703 | +86.3% | 1.66% | +73.6% |
Q4 2021 | $1,548,000 | – | 32,585 | – | 0.95% | – |
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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% |