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 | $1,434,550 | -2.7% | 31,397 | -1.2% | 0.63% | -1.7% |
| Q2 2023 | $1,474,377 | -7.8% | 31,782 | -11.5% | 0.64% | -12.7% |
| Q1 2023 | $1,598,404 | -0.0% | 35,919 | -1.2% | 0.74% | -5.0% |
| Q4 2022 | $1,598,435 | +10.2% | 36,369 | -2.3% | 0.77% | +1.6% |
| Q3 2022 | $1,450,000 | -6.6% | 37,216 | -3.5% | 0.76% | +0.5% |
| Q2 2022 | $1,552,000 | -16.2% | 38,583 | -2.7% | 0.76% | -20.0% |
| Q1 2022 | $1,851,000 | +27.9% | 39,635 | +30.2% | 0.95% | +189.6% |
| Q4 2021 | $1,447,000 | -19.1% | 30,453 | -24.4% | 0.33% | -21.2% |
| Q3 2021 | $1,789,000 | +6.6% | 40,303 | +0.0% | 0.42% | +3.5% |
| Q2 2021 | $1,678,000 | – | 40,286 | – | 0.40% | – |
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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% |