DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 468 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,700,000 | +7.5% | 562,537 | +9.2% | 0.05% | +2.1% |
| Q2 2023 | $23,906,000 | +0.6% | 515,370 | -3.5% | 0.05% | -9.6% |
| Q1 2023 | $23,767,000 | +18.6% | 534,075 | +17.1% | 0.05% | +13.0% |
| Q4 2022 | $20,047,000 | +2.5% | 456,267 | -9.1% | 0.05% | -11.5% |
| Q3 2022 | $19,559,000 | -4.7% | 501,780 | -1.7% | 0.05% | -1.9% |
| Q2 2022 | $20,531,000 | -25.7% | 510,566 | -14.0% | 0.05% | -14.5% |
| Q1 2022 | $27,640,000 | +15.4% | 593,514 | +17.7% | 0.06% | +17.0% |
| Q4 2021 | $23,960,000 | +8.9% | 504,294 | +1.8% | 0.05% | -10.2% |
| Q3 2021 | $21,995,000 | -1.0% | 495,511 | -0.1% | 0.06% | -7.8% |
| Q2 2021 | $22,226,000 | – | 496,161 | – | 0.06% | – |
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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% |