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 | $38,108,567 | -0.7% | 834,068 | +0.8% | 1.49% | -3.4% |
| Q2 2023 | $38,395,572 | +7.0% | 827,669 | +2.6% | 1.54% | -0.8% |
| Q1 2023 | $35,892,109 | +8.4% | 806,564 | +7.1% | 1.56% | -0.1% |
| Q4 2022 | $33,106,597 | +10.0% | 753,279 | -2.5% | 1.56% | -1.1% |
| Q3 2022 | $30,102,000 | +4.9% | 772,436 | +8.2% | 1.58% | +4.7% |
| Q2 2022 | $28,700,000 | -4.4% | 713,570 | +10.7% | 1.51% | +0.6% |
| Q1 2022 | $30,025,000 | +1.6% | 644,602 | +3.6% | 1.50% | +1.5% |
| Q4 2021 | $29,553,000 | +10.3% | 621,912 | +3.1% | 1.48% | -3.3% |
| Q3 2021 | $26,793,000 | +3.6% | 603,445 | +4.6% | 1.53% | -2.6% |
| Q2 2021 | $25,858,000 | – | 577,154 | – | 1.57% | – |
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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% |