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 | $1,156,627 | -9.7% | 25,315 | -8.3% | 0.12% | -10.7% |
| Q2 2023 | $1,280,578 | +4.7% | 27,605 | +0.4% | 0.13% | -6.4% |
| Q1 2023 | $1,223,619 | +1.5% | 27,497 | +0.3% | 0.14% | -9.1% |
| Q4 2022 | $1,205,266 | +13.2% | 27,424 | +0.4% | 0.15% | -4.3% |
| Q3 2022 | $1,065,000 | -2.7% | 27,327 | +0.3% | 0.16% | -8.5% |
| Q2 2022 | $1,095,000 | -16.3% | 27,235 | -1.1% | 0.18% | -24.1% |
| Q4 2021 | $1,308,000 | +21.9% | 27,532 | +13.9% | 0.23% | -6.5% |
| Q3 2021 | $1,073,000 | -0.6% | 24,165 | +0.2% | 0.25% | -6.4% |
| Q2 2021 | $1,080,000 | – | 24,105 | – | 0.26% | – |
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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% |