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 | $16,208 | +6.9% | 354,738 | +8.5% | 0.03% | +9.7% |
| Q2 2023 | $15,162 | +22.0% | 326,846 | +17.0% | 0.03% | +19.2% |
| Q1 2023 | $12,427 | +47.4% | 279,276 | +45.6% | 0.03% | +30.0% |
| Q4 2022 | $8,430 | -99.9% | 191,831 | +10.4% | 0.02% | +17.6% |
| Q3 2022 | $6,769,000 | -0.8% | 173,723 | +2.4% | 0.02% | -5.6% |
| Q2 2022 | $6,822,000 | +5.1% | 169,627 | +21.7% | 0.02% | +20.0% |
| Q1 2022 | $6,492,000 | +20.5% | 139,379 | +22.9% | 0.02% | +25.0% |
| Q4 2021 | $5,388,000 | +16.5% | 113,396 | +8.9% | 0.01% | 0.0% |
| Q3 2021 | $4,624,000 | +64.7% | 104,151 | +66.2% | 0.01% | +71.4% |
| Q2 2021 | $2,807,000 | – | 62,655 | – | 0.01% | – |
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% |