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 | $11,766,125 | -1.1% | 257,521 | +0.4% | 5.28% | +1.8% |
| Q2 2023 | $11,902,132 | +6.3% | 256,567 | +2.0% | 5.18% | +8.5% |
| Q1 2023 | $11,192,809 | +10.9% | 251,524 | +9.5% | 4.78% | +29.1% |
| Q4 2022 | $10,092,025 | +13.8% | 229,625 | +0.9% | 3.70% | -9.8% |
| Q3 2022 | $8,867,000 | -2.2% | 227,537 | +1.0% | 4.10% | -4.1% |
| Q2 2022 | $9,064,000 | -11.9% | 225,371 | +2.0% | 4.28% | -3.1% |
| Q1 2022 | $10,289,000 | +0.1% | 220,892 | +2.1% | 4.42% | +15.4% |
| Q4 2021 | $10,282,000 | – | 216,364 | – | 3.83% | – |
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% |