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 | $2,224,267 | +9.6% | 48,681 | +11.3% | 0.78% | -6.0% |
| Q2 2023 | $2,028,679 | +16.5% | 43,731 | +11.8% | 0.83% | +9.9% |
| Q1 2023 | $1,741,120 | -4.1% | 39,126 | -5.3% | 0.76% | -6.3% |
| Q4 2022 | $1,815,079 | +20.0% | 41,299 | +6.4% | 0.81% | -1.7% |
| Q3 2022 | $1,513,000 | +49.1% | 38,816 | +53.8% | 0.82% | +46.4% |
| Q2 2022 | $1,015,000 | +4.5% | 25,237 | +21.1% | 0.56% | +8.3% |
| Q1 2022 | $971,000 | +11.4% | 20,839 | +13.6% | 0.52% | +0.2% |
| Q4 2021 | $872,000 | – | 18,343 | – | 0.52% | – |
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% |