DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,476 | -5.8% | 16,338 | -4.4% | 0.66% | +0.2% |
| Q2 2023 | $792,565 | +4.8% | 17,085 | +0.5% | 0.66% | -4.7% |
| Q1 2023 | $756,270 | +0.1% | 16,995 | -1.2% | 0.69% | -8.6% |
| Q4 2022 | $755,712 | -10.6% | 17,195 | -20.7% | 0.75% | -15.7% |
| Q3 2022 | $845,000 | -1.9% | 21,672 | +1.2% | 0.89% | +8.5% |
| Q2 2022 | $861,000 | -12.2% | 21,419 | +1.7% | 0.82% | +3.5% |
| Q1 2022 | $981,000 | +2.6% | 21,069 | +4.7% | 0.79% | +29.7% |
| Q4 2021 | $956,000 | +13.0% | 20,126 | +5.6% | 0.61% | +10.3% |
| Q3 2021 | $846,000 | – | 19,052 | – | 0.56% | – |
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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% |