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 | $233,389,146 | +7.9% | 5,108,102 | +9.6% | 3.48% | +3.0% |
| Q2 2023 | $216,251,712 | +3.6% | 4,661,601 | -0.6% | 3.38% | -13.0% |
| Q1 2023 | $208,709,871 | +41.0% | 4,690,110 | +39.3% | 3.89% | +7.5% |
| Q4 2022 | $148,004,556 | +14.3% | 3,367,567 | +1.4% | 3.62% | -10.3% |
| Q3 2022 | $129,453,000 | -3.8% | 3,321,859 | -0.7% | 4.03% | -1.2% |
| Q2 2022 | $134,519,000 | -4.6% | 3,344,572 | +10.5% | 4.08% | -11.7% |
| Q1 2022 | $140,969,000 | -3.2% | 3,026,396 | -1.3% | 4.62% | -2.0% |
| Q4 2021 | $145,660,000 | +4.7% | 3,065,234 | -2.1% | 4.71% | -7.1% |
| Q3 2021 | $139,072,000 | -2.0% | 3,132,258 | -1.1% | 5.07% | -11.4% |
| Q2 2021 | $141,942,000 | – | 3,168,112 | – | 5.73% | – |
Download | ||||||
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% |