DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,656,776 | +14.6% | 167,581 | +16.4% | 0.08% | +11.9% |
| Q2 2023 | $6,680,809 | +20.4% | 144,014 | +15.5% | 0.07% | +11.7% |
| Q1 2023 | $5,549,269 | +4.0% | 124,703 | +2.8% | 0.06% | +27.7% |
| Q4 2022 | $5,333,948 | -99.9% | 121,364 | -46.1% | 0.05% | 0.0% |
| Q3 2022 | $4,394,390,000 | +108162.9% | 225,316 | +123.3% | 0.05% | +11.9% |
| Q2 2022 | $4,059,000 | +4.4% | 100,921 | +21.0% | 0.04% | +5.0% |
| Q1 2022 | $3,887,000 | +15.1% | 83,438 | +17.4% | 0.04% | +17.6% |
| Q4 2021 | $3,378,000 | -3.4% | 71,082 | -9.8% | 0.03% | -2.9% |
| Q3 2021 | $3,497,000 | +15.8% | 78,762 | +16.8% | 0.04% | +2.9% |
| Q2 2021 | $3,021,000 | – | 67,426 | – | 0.03% | – |
Download | ||||||
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% |