DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,757,309 | +21.3% | 60,348 | +23.2% | 0.25% | +28.9% |
| Q2 2023 | $2,272,971 | +55.9% | 48,997 | +49.5% | 0.19% | +45.9% |
| Q1 2023 | $1,458,265 | +16.6% | 32,770 | +15.2% | 0.13% | +8.1% |
| Q4 2022 | $1,250,553 | +77.6% | 28,454 | +57.4% | 0.12% | +75.7% |
| Q3 2022 | $704,000 | +67.2% | 18,075 | +72.8% | 0.07% | +70.7% |
| Q2 2022 | $421,000 | -95.8% | 10,458 | -95.2% | 0.04% | -93.5% |
| Q1 2022 | $10,105,000 | +94.9% | 216,936 | +98.8% | 0.63% | +97.8% |
| Q4 2021 | $5,185,000 | +88.0% | 109,102 | +75.6% | 0.32% | +66.1% |
| Q3 2021 | $2,758,000 | – | 62,123 | – | 0.19% | – |
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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% |