DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,976,308 | +19.8% | 262,121 | +21.6% | 0.00% | +33.3% |
| Q2 2023 | $10,000,014 | -6.7% | 215,564 | -10.5% | 0.00% | -25.0% |
| Q1 2023 | $10,712,975 | +6.7% | 240,741 | +5.4% | 0.00% | 0.0% |
| Q4 2022 | $10,037,741 | +21.6% | 228,390 | +7.8% | 0.00% | 0.0% |
| Q3 2022 | $8,258,000 | +151.2% | 211,900 | +159.3% | 0.00% | +300.0% |
| Q2 2022 | $3,287,000 | -3.7% | 81,715 | +11.5% | 0.00% | 0.0% |
| Q1 2022 | $3,415,000 | +9.1% | 73,307 | +11.3% | 0.00% | 0.0% |
| Q4 2021 | $3,131,000 | +41.4% | 65,873 | +32.1% | 0.00% | 0.0% |
| Q3 2021 | $2,214,000 | -17.1% | 49,868 | -16.3% | 0.00% | 0.0% |
| Q2 2021 | $2,670,000 | – | 59,593 | – | 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% |