DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,942,956 | -4.8% | 173,844 | -3.4% | 1.70% | +0.3% |
| Q2 2023 | $8,345,694 | +1.6% | 179,903 | -3.8% | 1.69% | +0.1% |
| Q1 2023 | $8,216,158 | +0.0% | 186,943 | 0.0% | 1.69% | 0.0% |
| Q4 2022 | $8,216,157 | +7.0% | 186,943 | -5.2% | 1.69% | -7.5% |
| Q3 2022 | $7,681,000 | -4.1% | 197,109 | -1.0% | 1.83% | +0.1% |
| Q2 2022 | $8,011,000 | -11.7% | 199,178 | +2.3% | 1.82% | -8.3% |
| Q1 2022 | $9,068,000 | -5.5% | 194,666 | -3.6% | 1.99% | -5.3% |
| Q4 2021 | $9,600,000 | +10.0% | 202,019 | +2.7% | 2.10% | +7.4% |
| Q3 2021 | $8,730,000 | +7.8% | 196,621 | +8.7% | 1.96% | +5.0% |
| Q2 2021 | $8,102,000 | – | 180,835 | – | 1.87% | – |
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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% |