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 | $2,797,828 | +35.1% | 61,235 | +37.1% | 0.00% | – |
| Q2 2023 | $2,071,406 | +16.8% | 44,652 | +12.0% | 0.00% | – |
| Q1 2023 | $1,773,904 | +8.6% | 39,863 | +7.3% | 0.00% | – |
| Q4 2022 | $1,633,402 | +70.3% | 37,165 | +51.0% | 0.00% | – |
| Q3 2022 | $959,000 | +29.8% | 24,614 | +33.9% | 0.00% | – |
| Q2 2022 | $739,000 | -0.1% | 18,376 | +15.6% | 0.00% | – |
| Q1 2022 | $740,000 | +49.5% | 15,894 | +52.5% | 0.00% | – |
| Q4 2021 | $495,000 | +26.9% | 10,420 | +18.6% | 0.00% | – |
| Q3 2021 | $390,000 | +2500.0% | 8,789 | +2477.4% | 0.00% | – |
| Q2 2021 | $15,000 | – | 341 | – | 0.00% | – |
Download | ||||||
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% |