DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 581 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $124,361,677 | -15.9% | 2,397,565 | -11.8% | 0.04% | -21.8% |
| Q1 2024 | $147,883,092 | +4.3% | 2,716,941 | +0.3% | 0.06% | -6.8% |
| Q4 2023 | $141,814,483 | +15.1% | 2,710,003 | +0.5% | 0.06% | +5.4% |
| Q3 2023 | $123,255,258 | -17.8% | 2,697,642 | -16.5% | 0.06% | -15.2% |
| Q2 2023 | $149,873,050 | +6.0% | 3,230,719 | +1.7% | 0.07% | -2.9% |
| Q1 2023 | $141,387,185 | +0.6% | 3,177,240 | -0.6% | 0.07% | -6.8% |
| Q4 2022 | $140,475,726 | +18.8% | 3,196,262 | +5.3% | 0.07% | +7.4% |
| Q3 2022 | $118,294,000 | -2.5% | 3,035,503 | +0.6% | 0.07% | 0.0% |
| Q2 2022 | $121,362,000 | +11.4% | 3,017,464 | +29.0% | 0.07% | +23.6% |
| Q1 2022 | $108,930,000 | -1.5% | 2,338,555 | +0.5% | 0.06% | 0.0% |
| Q4 2021 | $110,574,000 | +14.6% | 2,326,909 | +7.1% | 0.06% | +3.8% |
| Q3 2021 | $96,484,000 | +24.9% | 2,173,055 | +26.1% | 0.05% | +20.5% |
| Q2 2021 | $77,226,000 | – | 1,723,666 | – | 0.04% | – |
Download | ||||||
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% |