DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,035,237 | -2.0% | 88,318 | -0.5% | 3.65% | +1.3% |
| Q2 2023 | $4,115,996 | -1.1% | 88,726 | -5.2% | 3.60% | -6.9% |
| Q1 2023 | $4,163,278 | +2.1% | 93,557 | +0.8% | 3.87% | -6.2% |
| Q4 2022 | $4,079,491 | +12.8% | 92,821 | +0.0% | 4.12% | +0.9% |
| Q3 2022 | $3,617,000 | -3.1% | 92,811 | +0.0% | 4.08% | +1.6% |
| Q2 2022 | $3,733,000 | -19.1% | 92,802 | -6.3% | 4.02% | -5.4% |
| Q1 2022 | $4,613,000 | -0.8% | 99,025 | +1.2% | 4.25% | +6.1% |
| Q4 2021 | $4,652,000 | – | 97,895 | – | 4.01% | – |
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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% |