DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,994,670 | +2.6% | 525,162 | +4.2% | 0.21% | +4.0% |
| Q2 2023 | $23,389,874 | +8.7% | 504,200 | +4.2% | 0.20% | -8.3% |
| Q1 2023 | $21,527,023 | -32.5% | 483,754 | -33.3% | 0.22% | -38.8% |
| Q4 2022 | $31,871,426 | +37.4% | 725,175 | +21.9% | 0.35% | +20.5% |
| Q3 2022 | $23,189,000 | +9.6% | 595,057 | +13.2% | 0.29% | +1.4% |
| Q2 2022 | $21,151,000 | +15.9% | 525,884 | +34.3% | 0.29% | +24.0% |
| Q1 2022 | $18,243,000 | +3.8% | 391,631 | +5.9% | 0.23% | -6.4% |
| Q4 2021 | $17,579,000 | +47.3% | 369,937 | +37.6% | 0.25% | +25.1% |
| Q3 2021 | $11,934,000 | +13.3% | 268,791 | +14.4% | 0.20% | +2.1% |
| Q2 2021 | $10,529,000 | – | 235,000 | – | 0.20% | – |
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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% |