DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585,576,160 | -1.7% | 12,816,287 | -0.2% | 8.29% | -2.2% |
| Q2 2023 | $595,980,853 | +7.3% | 12,847,184 | +1.7% | 8.48% | -16.0% |
| Q1 2023 | $555,185,865 | 0.0% | 12,632,215 | 0.0% | 10.09% | +0.0% |
| Q4 2022 | $555,185,865 | +19.2% | 12,632,215 | +5.7% | 10.09% | +6.1% |
| Q3 2022 | $465,908,000 | -2.1% | 11,955,560 | +1.1% | 9.51% | +1.2% |
| Q2 2022 | $475,845,000 | -12.8% | 11,831,066 | +1.0% | 9.40% | -12.6% |
| Q1 2022 | $545,471,000 | -2.9% | 11,710,413 | -1.0% | 10.75% | -1.0% |
| Q4 2021 | $561,965,000 | +7.3% | 11,825,856 | +0.2% | 10.86% | +1.2% |
| Q3 2021 | $523,759,000 | +4.5% | 11,796,374 | +5.4% | 10.73% | -11.3% |
| Q2 2021 | $501,259,000 | – | 11,188,003 | – | 12.10% | – |
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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% |