DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 468 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,917,989 | -4.5% | 501,598 | -3.0% | 0.11% | +19.4% |
| Q2 2023 | $23,999,125 | -98.3% | 517,344 | -1.6% | 0.09% | -97.2% |
| Q1 2023 | $1,422,271,783 | +5614.3% | 525,553 | +786.9% | 3.35% | +2009.4% |
| Q4 2022 | $24,889,684 | +13.6% | 59,259 | -89.5% | 0.16% | -39.5% |
| Q3 2022 | $21,910,000 | +18.2% | 562,224 | +22.0% | 0.26% | +28.3% |
| Q2 2022 | $18,534,000 | +605.3% | 460,834 | +3.3% | 0.20% | +400.0% |
| Q1 2022 | $2,628,000 | +14500.0% | 446,098 | +21.0% | 0.04% | – |
| Q4 2021 | $18,000 | – | 368,607 | – | 0.00% | – |
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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% |