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 | $264,505 | -20.6% | 5,789 | -19.4% | 0.15% | -19.0% |
| Q2 2023 | $333,031 | +3.2% | 7,179 | -1.0% | 0.18% | -4.2% |
| Q1 2023 | $322,799 | +1.6% | 7,254 | +0.3% | 0.19% | -6.3% |
| Q4 2022 | $317,871 | +10.4% | 7,233 | -2.0% | 0.20% | -1.9% |
| Q3 2022 | $288,000 | -34.2% | 7,383 | -32.2% | 0.21% | -35.1% |
| Q2 2022 | $438,000 | +4.5% | 10,896 | +21.1% | 0.32% | +21.5% |
| Q1 2022 | $419,000 | -1.9% | 8,995 | +0.2% | 0.26% | +4.3% |
| Q4 2021 | $427,000 | -33.1% | 8,978 | -37.5% | 0.25% | -38.2% |
| Q3 2021 | $638,000 | -9.1% | 14,369 | -8.3% | 0.41% | -11.0% |
| Q2 2021 | $702,000 | – | 15,666 | – | 0.46% | – |
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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% |