DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,872,576 | -1.8% | 62,871 | -0.3% | 0.23% | -1.7% |
| Q2 2023 | $2,925,864 | +4.2% | 63,071 | 0.0% | 0.24% | -2.5% |
| Q1 2023 | $2,806,660 | +1.1% | 63,071 | -0.1% | 0.24% | -0.4% |
| Q4 2022 | $2,775,267 | +11.1% | 63,146 | -1.5% | 0.24% | -0.8% |
| Q3 2022 | $2,498,000 | -3.1% | 64,099 | 0.0% | 0.24% | -2.8% |
| Q2 2022 | $2,578,000 | -14.4% | 64,099 | -0.9% | 0.25% | -1.6% |
| Q1 2022 | $3,013,000 | -2.0% | 64,681 | 0.0% | 0.26% | -3.0% |
| Q4 2021 | $3,074,000 | +6.7% | 64,681 | -0.4% | 0.26% | -1.9% |
| Q3 2021 | $2,882,000 | -0.9% | 64,917 | 0.0% | 0.27% | -3.6% |
| Q2 2021 | $2,908,000 | – | 64,917 | – | 0.28% | – |
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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% |