DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,580 | -1.5% | 5,747 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $266,603 | -1.7% | 5,747 | -5.7% | 0.04% | -10.3% |
| Q1 2023 | $271,316 | +1.3% | 6,097 | 0.0% | 0.04% | -7.1% |
| Q4 2022 | $267,963 | +10.7% | 6,097 | -1.7% | 0.04% | -2.3% |
| Q3 2022 | $242,000 | -13.3% | 6,201 | -10.6% | 0.04% | -21.8% |
| Q2 2022 | $279,000 | -18.2% | 6,935 | -5.4% | 0.06% | -8.3% |
| Q1 2022 | $341,000 | -39.2% | 7,329 | -37.9% | 0.06% | -40.6% |
| Q4 2021 | $561,000 | +6.9% | 11,803 | -0.2% | 0.10% | -4.7% |
| Q3 2021 | $525,000 | -0.9% | 11,824 | 0.0% | 0.11% | +1.0% |
| Q2 2021 | $530,000 | – | 11,824 | – | 0.10% | – |
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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% |