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 | $4,080,958 | -1.5% | 89,318 | 0.0% | 2.11% | -3.0% |
| Q2 2023 | $4,143,477 | +4.2% | 89,318 | 0.0% | 2.17% | -8.5% |
| Q1 2023 | $3,974,662 | +0.4% | 89,318 | -0.9% | 2.37% | -8.0% |
| Q4 2022 | $3,960,256 | +14.0% | 90,108 | +1.0% | 2.58% | -30.9% |
| Q3 2022 | $3,475,000 | -3.5% | 89,182 | -0.4% | 3.73% | +2.6% |
| Q2 2022 | $3,601,000 | -14.0% | 89,538 | -0.4% | 3.64% | -0.6% |
| Q1 2022 | $4,186,000 | -2.4% | 89,876 | -0.5% | 3.66% | +0.1% |
| Q4 2021 | $4,291,000 | – | 90,308 | – | 3.66% | – |
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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% |