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 | $3,659,169 | -0.6% | 80,086 | +1.0% | 1.24% | +2.2% |
| Q2 2023 | $3,679,846 | +14.2% | 79,324 | +9.5% | 1.21% | +3.9% |
| Q1 2023 | $3,223,342 | +9.1% | 72,434 | +7.7% | 1.17% | +0.6% |
| Q4 2022 | $2,955,413 | +13.4% | 67,245 | +0.5% | 1.16% | +0.3% |
| Q3 2022 | $2,607,000 | -13.8% | 66,905 | -11.0% | 1.16% | -4.8% |
| Q2 2022 | $3,023,000 | -26.2% | 75,170 | -14.5% | 1.21% | -12.2% |
| Q1 2022 | $4,095,000 | -0.1% | 87,906 | +1.9% | 1.38% | -0.4% |
| Q4 2021 | $4,100,000 | +17.7% | 86,273 | +10.0% | 1.39% | +8.9% |
| Q3 2021 | $3,484,000 | +4.9% | 78,459 | +5.8% | 1.27% | +5.6% |
| Q2 2021 | $3,322,000 | – | 74,140 | – | 1.21% | – |
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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% |