Stone Asset Management Inc. - DIMENSIONAL ETF TRUST ownership

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
Stone Asset Management Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2023$491,780
+1.6%
11,051
+0.3%
0.79%
+161.1%
Q4 2022$484,241
+13.1%
11,018
+0.4%
0.30%
+7.9%
Q3 2022$428,000
-2.7%
10,974
+0.4%
0.28%
+0.7%
Q2 2022$440,000
-14.7%
10,931
+0.6%
0.28%
-8.9%
Q4 2021$516,00010,8660.30%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
JACKSON THORNTON ASSET MANAGEMENT, LLC 2,586,641$118,183,63224.48%
Index Fund Advisors, Inc. 7,952,829$363,364,77824.13%
BAYSHORE ASSET MANAGEMENT, LLC 897,570$41,009,96024.03%
KRAFT ASSET MANAGEMENT, LLC 544,776$24,890,82323.41%
Meritas Wealth Management, LLC 640,961$29,285,51322.44%
CAPITAL PERFORMANCE ADVISORS LLP 828,059$37,834,03819.26%
Abacus Wealth Partners, LLC 1,285,543$58,736,44018.19%
Lauterbach Financial Advisors, LLC 431,412$19,711,21415.48%
RESOURCE CONSULTING GROUP INC 1,584,845$72,411,57314.05%
DOPKINS WEALTH MANAGEMENT, LLC 378,920$17,312,84113.11%
View complete list of DIMENSIONAL ETF TRUST shareholders