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 | $9,957,073 | +9.5% | 217,927 | +11.2% | 0.02% | +13.3% |
| Q2 2023 | $9,089,607 | +32.6% | 195,939 | +27.2% | 0.02% | +25.0% |
| Q1 2023 | $6,853,674 | -3.3% | 154,015 | -4.5% | 0.01% | 0.0% |
| Q4 2022 | $7,086,633 | +14.2% | 161,243 | +1.3% | 0.01% | 0.0% |
| Q3 2022 | $6,205,000 | +12.0% | 159,220 | +15.6% | 0.01% | +20.0% |
| Q2 2022 | $5,540,000 | -12.5% | 137,742 | +1.3% | 0.01% | 0.0% |
| Q1 2022 | $6,332,000 | +271.6% | 135,943 | +279.0% | 0.01% | +233.3% |
| Q4 2021 | $1,704,000 | +4.8% | 35,867 | -2.0% | 0.00% | 0.0% |
| Q3 2021 | $1,626,000 | -4.4% | 36,616 | -3.5% | 0.00% | 0.0% |
| Q2 2021 | $1,700,000 | – | 37,958 | – | 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% |