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 | $25,210,063 | -3.3% | 551,763 | -1.8% | 3.22% | -3.4% |
| Q2 2023 | $26,074,225 | +2.4% | 562,066 | -1.8% | 3.33% | +0.8% |
| Q1 2023 | $25,463,200 | -1.1% | 572,207 | -2.3% | 3.30% | -7.3% |
| Q4 2022 | $25,747,938 | +8.4% | 585,846 | -3.9% | 3.56% | -7.3% |
| Q3 2022 | $23,752,000 | -4.7% | 609,491 | -1.7% | 3.84% | +0.8% |
| Q2 2022 | $24,927,000 | -16.5% | 619,768 | -3.3% | 3.81% | -14.8% |
| Q1 2022 | $29,853,000 | -3.9% | 640,899 | -1.9% | 4.47% | -2.5% |
| Q4 2021 | $31,051,000 | +4.5% | 653,422 | -2.3% | 4.59% | +1.3% |
| Q3 2021 | $29,700,000 | -2.8% | 668,909 | -1.9% | 4.53% | -12.3% |
| Q2 2021 | $30,555,000 | – | 681,983 | – | 5.16% | – |
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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% |