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 | $428,848 | -31.9% | 9,386 | -30.8% | 0.10% | -32.2% |
| Q2 2023 | $629,408 | -10.7% | 13,568 | -15.8% | 0.15% | -18.3% |
| Q1 2023 | $705,192 | +105.8% | 16,119 | +106.7% | 0.19% | +106.7% |
| Q4 2022 | $342,704 | +12.7% | 7,798 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $304,000 | -7.0% | 7,798 | +5.2% | 0.09% | +8.4% |
| Q2 2022 | $327,000 | +6.5% | 7,412 | +12.6% | 0.08% | +13.7% |
| Q1 2022 | $307,000 | -1.0% | 6,583 | +0.9% | 0.07% | -18.0% |
| Q4 2021 | $310,000 | +8.0% | 6,525 | +0.8% | 0.09% | -5.3% |
| Q3 2021 | $287,000 | +7.9% | 6,474 | +9.2% | 0.09% | +5.6% |
| Q2 2021 | $266,000 | – | 5,928 | – | 0.09% | – |
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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% |