DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 486 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,122,091 | +17.0% | 369,090 | +12.3% | 5.15% | +5.7% |
| Q1 2023 | $14,628,570 | +7.9% | 328,729 | +6.5% | 4.87% | -3.0% |
| Q4 2022 | $13,563,221 | +20.7% | 308,602 | +6.9% | 5.02% | -5.4% |
| Q3 2022 | $11,238,000 | +2.6% | 288,595 | +6.0% | 5.31% | -3.9% |
| Q2 2022 | $10,955,000 | -5.1% | 272,369 | +9.9% | 5.52% | -6.7% |
| Q1 2022 | $11,546,000 | +17.7% | 247,874 | +20.2% | 5.92% | +5.1% |
| Q4 2021 | $9,806,000 | +30.7% | 206,297 | +22.0% | 5.64% | -8.4% |
| Q3 2021 | $7,505,000 | +3.8% | 169,038 | +4.8% | 6.15% | +0.1% |
| Q2 2021 | $7,227,000 | – | 161,310 | – | 6.15% | – |
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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% |