DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,757,309 | +21.3% | 60,348 | +23.2% | 0.25% | +28.9% |
| Q2 2023 | $2,272,971 | +55.9% | 48,997 | +49.5% | 0.19% | +45.9% |
| Q1 2023 | $1,458,265 | +16.6% | 32,770 | +15.2% | 0.13% | +8.1% |
| Q4 2022 | $1,250,553 | +77.6% | 28,454 | +57.4% | 0.12% | +75.7% |
| Q3 2022 | $704,000 | +67.2% | 18,075 | +72.8% | 0.07% | +70.7% |
| Q2 2022 | $421,000 | -95.8% | 10,458 | -95.2% | 0.04% | -93.5% |
| Q1 2022 | $10,105,000 | +94.9% | 216,936 | +98.8% | 0.63% | +97.8% |
| Q4 2021 | $5,185,000 | +88.0% | 109,102 | +75.6% | 0.32% | +66.1% |
| Q3 2021 | $2,758,000 | – | 62,123 | – | 0.19% | – |
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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% |