DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,736,440 | -7.5% | 1,285,543 | -6.1% | 18.19% | -4.9% |
| Q2 2023 | $63,517,417 | +8.4% | 1,369,205 | -0.3% | 19.13% | -1.3% |
| Q1 2023 | $58,592,204 | -2.1% | 1,373,148 | +0.8% | 19.39% | -8.9% |
| Q4 2022 | $59,843,120 | +16.8% | 1,361,618 | +3.6% | 21.29% | -21.6% |
| Q3 2022 | $51,222,682 | -8.4% | 1,314,413 | -5.5% | 27.14% | -6.5% |
| Q2 2022 | $55,936,049 | -16.2% | 1,390,752 | -2.9% | 29.04% | -2.1% |
| Q1 2022 | $66,723,420 | -22.8% | 1,432,448 | -21.3% | 29.66% | -2.9% |
| Q4 2021 | $86,472,480 | +7.9% | 1,819,707 | +0.8% | 30.56% | +3.6% |
| Q3 2021 | $80,130,461 | -2.5% | 1,804,740 | -1.6% | 29.51% | -8.3% |
| Q2 2021 | $82,145,916 | – | 1,833,480 | – | 32.17% | – |
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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% |