DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,653,791 | +0.9% | 386,382 | +2.5% | 1.74% | -0.7% |
| Q2 2023 | $17,493,325 | +12.6% | 377,093 | +8.0% | 1.75% | +3.5% |
| Q1 2023 | $15,538,128 | +10.0% | 349,171 | +8.6% | 1.69% | -0.1% |
| Q4 2022 | $14,125,053 | +31.9% | 321,389 | +16.9% | 1.69% | +11.0% |
| Q3 2022 | $10,711,000 | -1.0% | 274,857 | +2.2% | 1.52% | -18.6% |
| Q2 2022 | $10,822,000 | -11.3% | 269,060 | +2.7% | 1.87% | -4.0% |
| Q1 2022 | $12,205,000 | +9.7% | 262,032 | +11.9% | 1.95% | +10.4% |
| Q4 2021 | $11,126,000 | +16.2% | 234,142 | +8.6% | 1.76% | -7.1% |
| Q3 2021 | $9,576,000 | +3.2% | 215,673 | +4.1% | 1.90% | -11.9% |
| Q2 2021 | $9,283,000 | – | 207,188 | – | 2.16% | – |
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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% |