DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,130,443 | -24.7% | 90,401 | -23.6% | 0.01% | -25.0% |
| Q2 2023 | $5,487,954 | -5.3% | 118,300 | -9.1% | 0.01% | 0.0% |
| Q1 2023 | $5,793,957 | +1.9% | 130,200 | +0.6% | 0.01% | -11.1% |
| Q4 2022 | $5,688,645 | +132.8% | 129,434 | +106.4% | 0.01% | +125.0% |
| Q3 2022 | $2,444,000 | +13.8% | 62,702 | +17.5% | 0.00% | +33.3% |
| Q2 2022 | $2,147,000 | -31.5% | 53,379 | -20.7% | 0.00% | -25.0% |
| Q1 2022 | $3,136,000 | -7.2% | 67,330 | -5.3% | 0.00% | 0.0% |
| Q4 2021 | $3,378,000 | +32.4% | 71,089 | +23.7% | 0.00% | 0.0% |
| Q3 2021 | $2,551,000 | -1.7% | 57,471 | -0.8% | 0.00% | 0.0% |
| Q2 2021 | $2,596,000 | – | 57,933 | – | 0.00% | – |
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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% |