DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,900,915 | -1.1% | 3,018,185 | +0.4% | 6.68% | -13.9% |
| Q2 2023 | $139,500,625 | +7.1% | 3,007,127 | +2.8% | 7.76% | -7.8% |
| Q1 2023 | $130,205,470 | +7.9% | 2,925,965 | +6.6% | 8.42% | -10.0% |
| Q4 2022 | $120,667,287 | -38.5% | 2,745,558 | -45.4% | 9.35% | -19.2% |
| Q3 2022 | $196,114,000 | +117.7% | 5,032,434 | +124.7% | 11.57% | +52.5% |
| Q2 2022 | $90,076,000 | +19.0% | 2,239,492 | +37.8% | 7.59% | +0.7% |
| Q1 2022 | $75,691,000 | +53.7% | 1,624,985 | +56.8% | 7.54% | -26.7% |
| Q4 2021 | $49,239,000 | – | 1,036,178 | – | 10.28% | – |
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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% |