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 | $5,256,570 | -5.2% | 115,049 | -3.8% | 1.48% | -2.6% |
| Q2 2023 | $5,547,482 | +7.8% | 119,584 | +3.4% | 1.52% | +2.7% |
| Q1 2023 | $5,146,896 | +2.2% | 115,661 | +0.9% | 1.48% | -4.4% |
| Q4 2022 | $5,036,275 | +23.2% | 114,591 | +9.3% | 1.55% | +11.8% |
| Q3 2022 | $4,086,991 | -2.8% | 104,875 | +0.3% | 1.39% | +3.0% |
| Q2 2022 | $4,203,535 | -11.5% | 104,514 | +2.5% | 1.35% | -7.9% |
| Q1 2022 | $4,750,093 | +18.5% | 101,977 | +20.9% | 1.46% | +20.4% |
| Q4 2021 | $4,009,854 | +11.1% | 84,382 | +3.8% | 1.21% | +0.2% |
| Q3 2021 | $3,609,596 | +0.3% | 81,297 | +1.2% | 1.21% | -7.0% |
| Q2 2021 | $3,600,502 | – | 80,362 | – | 1.30% | – |
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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% |