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 | $8,336,682 | -2.4% | 182,462 | -0.9% | 2.43% | +0.2% |
| Q2 2023 | $8,540,263 | +6.0% | 184,097 | +1.7% | 2.43% | -5.9% |
| Q1 2023 | $8,058,422 | +2.6% | 181,088 | -10.2% | 2.58% | -8.8% |
| Q4 2022 | $7,857,677 | -0.0% | 201,634 | 0.0% | 2.83% | +0.1% |
| Q3 2022 | $7,858,000 | -4.6% | 201,634 | -1.6% | 2.83% | -3.8% |
| Q2 2022 | $8,238,000 | -14.2% | 204,826 | -0.7% | 2.94% | -3.6% |
| Q1 2022 | $9,606,000 | -3.6% | 206,218 | -1.7% | 3.05% | -1.9% |
| Q4 2021 | $9,966,000 | – | 209,720 | – | 3.11% | – |
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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% |