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 | $676,337 | -2.7% | 14,803 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $695,277 | -10.9% | 14,988 | -14.5% | 0.01% | -20.0% |
| Q1 2023 | $780,103 | +27.9% | 17,530 | +26.3% | 0.01% | +25.0% |
| Q4 2022 | $609,784 | +15.9% | 13,875 | +2.8% | 0.01% | 0.0% |
| Q3 2022 | $526,000 | -1.5% | 13,500 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $534,000 | +19.7% | 13,285 | +38.4% | 0.01% | +33.3% |
| Q1 2022 | $446,000 | +5.7% | 9,601 | +8.0% | 0.01% | 0.0% |
| Q4 2021 | $422,000 | +10.5% | 8,888 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $382,000 | +46.9% | 8,603 | +47.9% | 0.01% | +20.0% |
| Q2 2021 | $260,000 | – | 5,816 | – | 0.01% | – |
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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% |