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 | $78,299,572 | +0.2% | 1,713,713 | +1.7% | 11.66% | +5.3% |
| Q2 2023 | $78,160,710 | +6.3% | 1,684,861 | +1.9% | 11.07% | -2.4% |
| Q1 2023 | $73,557,342 | +103978.3% | 1,652,973 | +2.8% | 11.35% | -3.3% |
| Q4 2022 | $70,675 | -99.9% | 1,608,067 | +0.3% | 11.73% | -3.2% |
| Q3 2022 | $62,453,000 | -4.2% | 1,602,594 | -1.1% | 12.12% | +0.2% |
| Q2 2022 | $65,203,000 | -11.6% | 1,621,149 | +2.3% | 12.09% | -18.5% |
| Q1 2022 | $73,792,000 | -0.0% | 1,584,201 | +2.0% | 14.83% | -2.8% |
| Q4 2021 | $73,826,000 | +9.0% | 1,553,581 | +1.9% | 15.26% | +1.7% |
| Q3 2021 | $67,719,000 | +0.8% | 1,525,204 | +1.7% | 15.00% | -6.5% |
| Q2 2021 | $67,204,000 | – | 1,499,968 | – | 16.04% | – |
Download | ||||||
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% |