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 | $4,778,000 | +136.7% | 104,577 | +140.2% | 0.00% | 0.0% |
| Q2 2023 | $2,019,000 | -33.5% | 43,531 | -36.2% | 0.00% | 0.0% |
| Q1 2023 | $3,037,000 | +244.3% | 68,248 | +240.4% | 0.00% | – |
| Q4 2022 | $882,000 | -29.7% | 20,051 | -37.7% | 0.00% | – |
| Q3 2022 | $1,255,000 | +76.0% | 32,209 | +81.6% | 0.00% | – |
| Q2 2022 | $713,000 | +67.4% | 17,735 | +94.3% | 0.00% | – |
| Q1 2022 | $426,000 | -39.5% | 9,127 | -38.3% | 0.00% | – |
| Q4 2021 | $704,000 | +80.5% | 14,803 | +68.7% | 0.00% | – |
| Q3 2021 | $390,000 | -67.6% | 8,774 | -67.3% | 0.00% | – |
| Q2 2021 | $1,202,000 | – | 26,831 | – | 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% |