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 | $658,052 | -6.2% | 14,403 | -4.8% | 0.08% | -4.8% |
| Q2 2023 | $701,581 | -4.4% | 15,124 | -8.3% | 0.08% | -17.0% |
| Q1 2023 | $734,096 | -5.2% | 16,497 | -6.4% | 0.10% | -10.7% |
| Q4 2022 | $774,614 | +12.8% | 17,625 | +0.0% | 0.11% | -5.1% |
| Q3 2022 | $687,000 | -3.0% | 17,619 | +0.0% | 0.12% | 0.0% |
| Q2 2022 | $708,000 | -18.9% | 17,613 | -6.0% | 0.12% | -27.6% |
| Q1 2022 | $873,000 | +1.0% | 18,738 | +3.1% | 0.16% | +15.6% |
| Q4 2021 | $864,000 | -0.9% | 18,176 | -7.4% | 0.14% | -27.3% |
| Q3 2021 | $872,000 | -17.0% | 19,636 | -16.3% | 0.19% | -23.9% |
| Q2 2021 | $1,051,000 | – | 23,468 | – | 0.26% | – |
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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% |