DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,624,131 | -1.6% | 79,320 | -0.1% | 0.68% | -7.4% |
| Q2 2023 | $3,683,320 | +2.0% | 79,399 | -2.2% | 0.74% | -8.1% |
| Q1 2023 | $3,612,065 | +0.0% | 81,170 | -1.2% | 0.80% | -2.9% |
| Q4 2022 | $3,611,502 | +8.6% | 82,173 | -3.7% | 0.83% | -7.5% |
| Q3 2022 | $3,327,000 | -5.8% | 85,373 | -2.8% | 0.90% | -9.0% |
| Q2 2022 | $3,533,000 | -13.0% | 87,849 | +0.7% | 0.98% | +1.0% |
| Q1 2022 | $4,063,000 | -9.3% | 87,234 | -7.5% | 0.97% | -9.6% |
| Q4 2021 | $4,480,000 | +6.1% | 94,271 | -0.9% | 1.08% | -7.7% |
| Q3 2021 | $4,222,000 | +1.1% | 95,086 | +2.0% | 1.17% | -25.8% |
| Q2 2021 | $4,176,000 | – | 93,209 | – | 1.57% | – |
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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% |