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 | $14,276,719 | -3.7% | 312,469 | -2.2% | 1.38% | -5.9% |
| Q2 2023 | $14,820,370 | +0.8% | 319,473 | -3.3% | 1.46% | -9.3% |
| Q1 2023 | $14,706,495 | -1.0% | 330,483 | -2.2% | 1.61% | -9.9% |
| Q4 2022 | $14,855,588 | +0.1% | 338,011 | -3.2% | 1.79% | -4.6% |
| Q3 2022 | $14,839,000 | +6.0% | 349,313 | -0.2% | 1.88% | -5.6% |
| Q2 2022 | $14,002,000 | -16.9% | 350,045 | -3.2% | 1.99% | -19.9% |
| Q1 2022 | $16,850,000 | -5.7% | 361,735 | -3.8% | 2.48% | -15.5% |
| Q4 2021 | $17,871,000 | +0.6% | 376,082 | -6.0% | 2.93% | -8.5% |
| Q3 2021 | $17,766,000 | -8.2% | 400,132 | -7.3% | 3.20% | -28.5% |
| Q2 2021 | $19,349,000 | – | 431,857 | – | 4.48% | – |
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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% |