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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,537,061 | +2.0% | 449,487 | +3.5% | 8.72% | -12.6% |
| Q2 2023 | $20,143,048 | +45.5% | 434,211 | +39.5% | 9.98% | +38.2% |
| Q1 2023 | $13,848,756 | +9.1% | 311,208 | +7.7% | 7.22% | +3.0% |
| Q4 2022 | $12,695,221 | +17.4% | 288,856 | +4.1% | 7.01% | +3.1% |
| Q3 2022 | $10,810,000 | +8.0% | 277,388 | +11.5% | 6.80% | +10.2% |
| Q2 2022 | $10,006,000 | +4.0% | 248,790 | +20.5% | 6.17% | +8.2% |
| Q1 2022 | $9,617,000 | +59.1% | 206,455 | +62.3% | 5.70% | +80.1% |
| Q4 2021 | $6,043,000 | +3014.9% | 127,168 | +2806.0% | 3.17% | +2433.6% |
| Q3 2021 | $194,000 | – | 4,376 | – | 0.12% | – |
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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% |