DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,077,247 | -4.6% | 658,290 | -3.2% | 5.00% | -12.0% |
| Q2 2023 | $31,537,569 | +2.9% | 679,836 | -1.3% | 5.68% | -5.7% |
| Q1 2023 | $30,647,083 | -1.7% | 688,699 | -2.9% | 6.03% | -20.1% |
| Q4 2022 | $31,164,528 | +9.4% | 709,091 | -3.0% | 7.54% | -8.1% |
| Q3 2022 | $28,478,711 | -2.3% | 730,786 | +0.8% | 8.20% | +0.9% |
| Q2 2022 | $29,147,374 | -18.6% | 724,699 | -5.7% | 8.13% | -30.6% |
| Q1 2022 | $35,809,283 | -2.1% | 768,770 | -0.2% | 11.73% | -45.2% |
| Q4 2021 | $36,586,955 | +6.0% | 769,928 | -1.0% | 21.38% | -4.2% |
| Q3 2021 | $34,519,519 | -0.8% | 777,467 | +0.1% | 22.32% | -22.5% |
| Q2 2021 | $34,798,533 | – | 776,696 | – | 28.79% | – |
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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% |