DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 477 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,321,181 | +4.2% | 25,471 | +9.3% | 0.02% | 0.0% |
Q1 2024 | $1,268,110 | -2.0% | 23,298 | -5.8% | 0.02% | -19.2% |
Q4 2023 | $1,293,650 | +14.5% | 24,721 | 0.0% | 0.03% | 0.0% |
Q3 2023 | $1,129,502 | -1.5% | 24,721 | 0.0% | 0.03% | +4.0% |
Q2 2023 | $1,146,807 | +20.1% | 24,721 | +15.2% | 0.02% | +8.7% |
Q1 2023 | $954,970 | +167.4% | 21,460 | +190.1% | 0.02% | +130.0% |
Q4 2022 | $357,094 | +0.9% | 7,398 | -18.6% | 0.01% | -23.1% |
Q3 2022 | $354,000 | -0.3% | 9,084 | +2.9% | 0.01% | +8.3% |
Q2 2022 | $355,000 | -64.2% | 8,826 | -58.6% | 0.01% | -69.2% |
Q1 2022 | $993,000 | +7.6% | 21,318 | +9.8% | 0.04% | +2.6% |
Q4 2021 | $923,000 | +7.1% | 19,423 | +0.0% | 0.04% | -5.0% |
Q3 2021 | $862,000 | -0.9% | 19,414 | -0.0% | 0.04% | 0.0% |
Q2 2021 | $870,000 | – | 19,418 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Abacus Wealth Partners, LLC | 1,833,480 | $82,145,916 | 32.17% |
Hill Investment Group Partners, LLC | 776,696 | $34,798,533 | 28.79% |
Willow Creek Wealth Management Inc. | 1,499,968 | $67,204,000 | 16.04% |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11,188,003 | $501,259,000 | 12.10% |
PBMares Wealth Management LLC | 361,503 | $16,197,000 | 8.82% |
TFC Financial Management, Inc. | 575,646 | $25,791,000 | 8.81% |
WIPFLI FINANCIAL ADVISORS LLC, | 1,356,269 | $60,765,335,000 | 8.58% |
Radnor Financial Advisors, LLC | 419,111 | $18,778,000 | 6.76% |
Merriman Wealth Management, LLC | 1,686,866 | $75,577,000 | 6.49% |
Plancorp, LLC | 1,776,954 | $79,613,000 | 6.25% |