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 | $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 ↓ |
|---|---|---|---|
| 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% |