DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,624 | +88.7% | 16,757 | +91.6% | 0.17% | +93.0% |
| Q2 2023 | $405,647 | +4.7% | 8,744 | +0.4% | 0.09% | +2.4% |
| Q1 2023 | $387,439 | +1.6% | 8,706 | +0.3% | 0.08% | -4.5% |
| Q4 2022 | $381,524 | -3.4% | 8,681 | -14.4% | 0.09% | -12.9% |
| Q3 2022 | $395,000 | -2.7% | 10,141 | +0.4% | 0.10% | +7.4% |
| Q2 2022 | $406,000 | -13.4% | 10,102 | +0.4% | 0.09% | -6.9% |
| Q1 2022 | $469,000 | -1.7% | 10,060 | +0.2% | 0.10% | +2.0% |
| Q4 2021 | $477,000 | +7.7% | 10,042 | +0.7% | 0.10% | -2.0% |
| Q3 2021 | $443,000 | -0.7% | 9,974 | +0.2% | 0.10% | -6.5% |
| Q2 2021 | $446,000 | – | 9,950 | – | 0.11% | – |
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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% |