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 | $4,672,509 | -10.9% | 102,265 | -9.6% | 2.84% | +1.4% |
| Q2 2023 | $5,246,286 | -10.4% | 113,091 | -14.0% | 2.80% | +13.8% |
| Q1 2023 | $5,853,193 | +10.6% | 131,532 | +9.2% | 2.46% | -4.8% |
| Q4 2022 | $5,292,964 | +18.5% | 120,431 | +5.0% | 2.59% | +26.1% |
| Q3 2022 | $4,468,000 | -7.9% | 114,657 | -4.9% | 2.05% | -6.3% |
| Q2 2022 | $4,850,000 | -51.0% | 120,590 | -43.3% | 2.19% | +7.0% |
| Q1 2022 | $9,906,000 | +147.4% | 212,668 | +152.4% | 2.05% | +16.0% |
| Q4 2021 | $4,004,000 | +20.2% | 84,250 | +12.3% | 1.77% | +9.2% |
| Q3 2021 | $3,332,000 | +10.8% | 75,036 | +11.9% | 1.62% | +4.7% |
| Q2 2021 | $3,006,000 | – | 67,083 | – | 1.54% | – |
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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% |