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 | $1,069,558 | +17.5% | 23,409 | +19.3% | 0.50% | +10.7% |
| Q2 2023 | $910,359 | +24.1% | 19,624 | +19.0% | 0.45% | +9.5% |
| Q1 2023 | $733,850 | -3.0% | 16,491 | -4.2% | 0.41% | -9.3% |
| Q4 2022 | $756,336 | +14.3% | 17,209 | +1.4% | 0.45% | +10.5% |
| Q3 2022 | $662,000 | -12.0% | 16,975 | -9.2% | 0.41% | -10.1% |
| Q2 2022 | $752,000 | +95.8% | 18,705 | +127.2% | 0.46% | +117.1% |
| Q1 2022 | $384,000 | +357.1% | 8,234 | +363.6% | 0.21% | +303.8% |
| Q4 2021 | $84,000 | +663.6% | 1,776 | +588.4% | 0.05% | +477.8% |
| Q3 2021 | $11,000 | – | 258 | – | 0.01% | – |
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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% |