DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 591 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,227,488 | -1.4% | 293,570 | +3.4% | 3.99% | -5.3% |
| Q1 2024 | $15,447,431 | +3.8% | 283,804 | -0.2% | 4.21% | -8.3% |
| Q4 2023 | $14,881,227 | +12.9% | 284,372 | -1.4% | 4.59% | -3.1% |
| Q3 2023 | $13,182,531 | -2.1% | 288,521 | -0.6% | 4.74% | -2.5% |
| Q2 2023 | $13,463,127 | +8.8% | 290,216 | +4.3% | 4.86% | +2.4% |
| Q1 2023 | $12,376,658 | +142.6% | 278,127 | +139.6% | 4.75% | +98.8% |
| Q4 2022 | $5,102,112 | -6.3% | 116,089 | -16.9% | 2.39% | -16.3% |
| Q3 2022 | $5,443,000 | -1.1% | 139,673 | +2.1% | 2.86% | +1.3% |
| Q2 2022 | $5,502,000 | -15.3% | 136,788 | -2.0% | 2.82% | -23.3% |
| Q1 2022 | $6,499,000 | -0.7% | 139,518 | +1.3% | 3.68% | +1.7% |
| Q4 2021 | $6,545,000 | – | 137,742 | – | 3.62% | – |
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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% |