DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 468 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $887,496 | +5.2% | 19,424 | +6.8% | 0.15% | +2.8% |
| Q2 2023 | $843,987 | -0.2% | 18,193 | -4.2% | 0.14% | -13.2% |
| Q1 2023 | $845,513 | +12.0% | 19,000 | +10.7% | 0.17% | -5.1% |
| Q4 2022 | $754,591 | +29.4% | 17,169 | +14.8% | 0.18% | -5.4% |
| Q3 2022 | $582,944 | -36.5% | 14,959 | -34.4% | 0.19% | -56.7% |
| Q2 2022 | $917,356 | +31.1% | 22,808 | +51.9% | 0.43% | +28.4% |
| Q1 2022 | $699,588 | – | 15,019 | – | 0.34% | – |
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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% |