DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 393 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,351,436 | -3.8% | 51,465 | -2.3% | 1.39% | -6.2% |
| Q2 2023 | $2,443,732 | +4.5% | 52,678 | +0.3% | 1.48% | -2.7% |
| Q1 2023 | $2,337,674 | +5.0% | 52,532 | +3.7% | 1.52% | +0.7% |
| Q4 2022 | $2,226,947 | +10.5% | 50,670 | -2.0% | 1.51% | -10.9% |
| Q3 2022 | $2,015,000 | -2.4% | 51,706 | +0.7% | 1.69% | -2.3% |
| Q2 2022 | $2,065,000 | -13.1% | 51,341 | +0.6% | 1.73% | -9.3% |
| Q1 2022 | $2,377,000 | -1.2% | 51,039 | -5.0% | 1.91% | -10.7% |
| Q4 2021 | $2,407,000 | – | 53,722 | – | 2.14% | – |
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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% |