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 | $598,714,856 | -2.5% | 13,103,849 | -1.1% | 0.80% | -2.3% |
| Q2 2023 | $614,345,506 | +11.9% | 13,243,059 | +7.4% | 0.82% | +3.5% |
| Q1 2023 | $548,811,476 | -5.0% | 12,332,843 | -6.2% | 0.79% | -9.1% |
| Q4 2022 | $577,891,589 | +57.8% | 13,148,841 | +39.9% | 0.87% | +37.3% |
| Q3 2022 | $366,139,000 | +9.0% | 9,395,396 | +12.5% | 0.63% | +14.5% |
| Q2 2022 | $335,869,000 | -11.2% | 8,350,802 | +2.8% | 0.55% | -5.6% |
| Q1 2022 | $378,285,000 | -1.0% | 8,121,197 | +1.0% | 0.59% | -4.6% |
| Q4 2021 | $382,223,000 | +18.5% | 8,043,406 | +10.7% | 0.61% | +7.3% |
| Q3 2021 | $322,674,000 | +4.1% | 7,267,443 | +5.1% | 0.57% | +4.0% |
| Q2 2021 | $309,915,000 | – | 6,917,227 | – | 0.55% | – |
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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% |