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 | $676,337 | -2.7% | 14,803 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $695,277 | -10.9% | 14,988 | -14.5% | 0.01% | -20.0% |
| Q1 2023 | $780,103 | +27.9% | 17,530 | +26.3% | 0.01% | +25.0% |
| Q4 2022 | $609,784 | +15.9% | 13,875 | +2.8% | 0.01% | 0.0% |
| Q3 2022 | $526,000 | -1.5% | 13,500 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $534,000 | +19.7% | 13,285 | +38.4% | 0.01% | +33.3% |
| Q1 2022 | $446,000 | +5.7% | 9,601 | +8.0% | 0.01% | 0.0% |
| Q4 2021 | $422,000 | +10.5% | 8,888 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $382,000 | +46.9% | 8,603 | +47.9% | 0.01% | +20.0% |
| Q2 2021 | $260,000 | – | 5,816 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 1,804,740 | $80,130,461 | 29.51% |
| Hill Investment Group Partners, LLC | 777,467 | $34,519,519 | 22.32% |
| Willow Creek Wealth Management Inc. | 1,525,204 | $67,719,000 | 15.00% |
| Merriman Wealth Management, LLC | 3,130,842 | $139,009,000 | 11.56% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 11,796,374 | $523,759,000 | 10.73% |
| TFC Financial Management, Inc. | 575,781 | $25,565,000 | 8.48% |
| PBMares Wealth Management LLC | 369,163 | $16,391,000 | 7.81% |
| SAX WEALTH ADVISORS, LLC | 725,347 | $32,205,000 | 7.64% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,300,743 | $57,752,975,000 | 7.36% |
| Radnor Financial Advisors, LLC | 416,480 | $18,492,000 | 6.67% |