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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,401 | +14.8% | 216,007 | -0.6% | 0.62% | +14.5% |
| Q3 2023 | $9,932 | -2.3% | 217,387 | -0.8% | 0.54% | -0.2% |
| Q2 2023 | $10,165 | +3.6% | 219,124 | -0.6% | 0.54% | -0.4% |
| Q1 2023 | $9,810 | +4.8% | 220,457 | +3.5% | 0.54% | -2.3% |
| Q4 2022 | $9,363 | -99.9% | 213,031 | +4.7% | 0.55% | +3.7% |
| Q3 2022 | $7,930,000 | -3.1% | 203,488 | 0.0% | 0.53% | -2.9% |
| Q2 2022 | $8,184,000 | -15.5% | 203,488 | -2.2% | 0.55% | -9.7% |
| Q1 2022 | $9,689,000 | +22.0% | 208,006 | +24.5% | 0.61% | +20.6% |
| Q4 2021 | $7,940,000 | +7.2% | 167,081 | +2.6% | 0.50% | +3.7% |
| Q3 2021 | $7,406,000 | +7.7% | 162,879 | +6.1% | 0.49% | +6.6% |
| Q2 2021 | $6,876,000 | – | 153,479 | – | 0.46% | – |
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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% |