DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,942,956 | -4.8% | 173,844 | -3.4% | 1.70% | +0.3% |
| Q2 2023 | $8,345,694 | +1.6% | 179,903 | -3.8% | 1.69% | +0.1% |
| Q1 2023 | $8,216,158 | +0.0% | 186,943 | 0.0% | 1.69% | 0.0% |
| Q4 2022 | $8,216,157 | +7.0% | 186,943 | -5.2% | 1.69% | -7.5% |
| Q3 2022 | $7,681,000 | -4.1% | 197,109 | -1.0% | 1.83% | +0.1% |
| Q2 2022 | $8,011,000 | -11.7% | 199,178 | +2.3% | 1.82% | -8.3% |
| Q1 2022 | $9,068,000 | -5.5% | 194,666 | -3.6% | 1.99% | -5.3% |
| Q4 2021 | $9,600,000 | +10.0% | 202,019 | +2.7% | 2.10% | +7.4% |
| Q3 2021 | $8,730,000 | +7.8% | 196,621 | +8.7% | 1.96% | +5.0% |
| Q2 2021 | $8,102,000 | – | 180,835 | – | 1.87% | – |
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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% |