DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 337 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,869 | -4.5% | 74,584 | +0.2% | 0.27% | -5.9% |
| Q1 2024 | $4,053 | +4.2% | 74,455 | +0.1% | 0.29% | -2.4% |
| Q4 2023 | $3,891 | +14.9% | 74,354 | +0.3% | 0.29% | +1.4% |
| Q3 2023 | $3,387 | -4.7% | 74,120 | -3.2% | 0.29% | +7.4% |
| Q2 2023 | $3,553 | -0.9% | 76,600 | -4.9% | 0.27% | -7.2% |
| Q1 2023 | $3,586 | +6.9% | 80,588 | +5.5% | 0.29% | -4.3% |
| Q4 2022 | $3,356 | -99.9% | 76,358 | -4.9% | 0.30% | -18.1% |
| Q3 2022 | $3,128,000 | -57.5% | 80,256 | -62.0% | 0.37% | -56.0% |
| Q2 2022 | $7,367,000 | +99.0% | 211,300 | +165.9% | 0.84% | +129.8% |
| Q1 2022 | $3,702,000 | -2.6% | 79,467 | -0.6% | 0.37% | 0.0% |
| Q4 2021 | $3,801,000 | +7.3% | 79,979 | +0.3% | 0.37% | -1.1% |
| Q3 2021 | $3,541,000 | -2.3% | 79,744 | -1.5% | 0.37% | 0.0% |
| Q2 2021 | $3,626,000 | – | 80,933 | – | 0.37% | – |
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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% |