DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 468 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,445,340 | +20.1% | 1,301,058 | +21.9% | 3.60% | +38.8% |
| Q2 2023 | $49,500,310 | +4.2% | 1,067,047 | 0.0% | 2.59% | -1.5% |
| Q1 2023 | $47,483,592 | +3.2% | 1,067,047 | +1.9% | 2.63% | +111.7% |
| Q4 2022 | $46,017,716 | +16.1% | 1,047,047 | +2.9% | 1.24% | +19.4% |
| Q3 2022 | $39,634,000 | +17.6% | 1,017,047 | +21.4% | 1.04% | +30.8% |
| Q2 2022 | $33,692,000 | -1.1% | 837,690 | +14.6% | 0.80% | +13.6% |
| Q1 2022 | $34,062,000 | +41.9% | 731,257 | +44.7% | 0.70% | +47.6% |
| Q4 2021 | $24,008,000 | – | 505,225 | – | 0.48% | – |
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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% |