DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,768 | -1.5% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,887 | +4.3% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,565 | +1.2% | 170 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,472 | +6.7% | 170 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $7,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 170 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $8,000 | -11.1% | 170 | -19.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | – | 210 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 2,693,786 | $124,964,758 | 25.14% |
| Index Fund Advisors, Inc. | 8,000,576 | $371,146,713 | 24.28% |
| BAYSHORE ASSET MANAGEMENT, LLC | 912,129 | $44,019,354 | 23.99% |
| KRAFT ASSET MANAGEMENT, LLC | 554,384 | $25,717,873 | 23.11% |
| Team Hewins, LLC | 1,023,768 | $47,492,603 | 22.67% |
| Meritas Wealth Management, LLC | 648,668 | $30,091,700 | 22.60% |
| CAPITAL PERFORMANCE ADVISORS LLP | 835,893 | $38,777,058 | 19.14% |
| Abacus Wealth Partners, LLC | 1,369,205 | $63,517,417 | 19.13% |
| Lauterbach Financial Advisors, LLC | 431,340 | $20,009,852 | 15.29% |
| RESOURCE CONSULTING GROUP INC | 1,584,561 | $73,507,773 | 14.53% |