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 | $153,929 | -62.6% | 3,369 | -62.0% | 0.01% | -61.3% |
| Q2 2023 | $411,154 | +1.3% | 8,863 | -2.8% | 0.03% | 0.0% |
| Q1 2023 | $405,884 | +5.1% | 9,121 | +3.8% | 0.03% | 0.0% |
| Q4 2022 | $386,056 | +12.9% | 8,784 | 0.0% | 0.03% | -3.1% |
| Q3 2022 | $342,000 | -7.8% | 8,784 | -4.8% | 0.03% | +3.2% |
| Q2 2022 | $371,000 | -14.9% | 9,230 | -1.5% | 0.03% | -3.1% |
| Q1 2022 | $436,000 | -17.0% | 9,370 | -15.2% | 0.03% | +6.7% |
| Q4 2021 | $525,000 | +5.0% | 11,048 | -1.9% | 0.03% | -3.2% |
| Q3 2021 | $500,000 | +201.2% | 11,258 | +203.6% | 0.03% | +210.0% |
| Q2 2021 | $166,000 | – | 3,708 | – | 0.01% | – |
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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% |