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 | $2,696,184 | +3.1% | 59,009 | +4.6% | 0.00% | +33.3% |
| Q2 2023 | $2,616,234 | +8.5% | 56,397 | +4.1% | 0.00% | 0.0% |
| Q1 2023 | $2,410,659 | +25.3% | 54,172 | +23.7% | 0.00% | 0.0% |
| Q4 2022 | $1,924,037 | +205.4% | 43,778 | +170.8% | 0.00% | +200.0% |
| Q3 2022 | $630,000 | +1.9% | 16,165 | +5.1% | 0.00% | 0.0% |
| Q2 2022 | $618,000 | -24.2% | 15,374 | -12.1% | 0.00% | 0.0% |
| Q1 2022 | $815,000 | -0.4% | 17,496 | +1.6% | 0.00% | 0.0% |
| Q4 2021 | $818,000 | +15.4% | 17,213 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $709,000 | -13.4% | 15,968 | -12.6% | 0.00% | -50.0% |
| Q2 2021 | $819,000 | – | 18,269 | – | 0.00% | – |
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% |