DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 239 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,700,000 | +7.5% | 562,537 | +9.2% | 0.05% | +2.1% |
| Q2 2023 | $23,906,000 | +0.6% | 515,370 | -3.5% | 0.05% | -9.6% |
| Q1 2023 | $23,767,000 | +18.6% | 534,075 | +17.1% | 0.05% | +13.0% |
| Q4 2022 | $20,047,000 | +2.5% | 456,267 | -9.1% | 0.05% | -11.5% |
| Q3 2022 | $19,559,000 | -4.7% | 501,780 | -1.7% | 0.05% | -1.9% |
| Q2 2022 | $20,531,000 | -25.7% | 510,566 | -14.0% | 0.05% | -14.5% |
| Q1 2022 | $27,640,000 | +15.4% | 593,514 | +17.7% | 0.06% | +17.0% |
| Q4 2021 | $23,960,000 | +8.9% | 504,294 | +1.8% | 0.05% | -10.2% |
| Q3 2021 | $21,995,000 | -1.0% | 495,511 | -0.1% | 0.06% | -7.8% |
| Q2 2021 | $22,226,000 | – | 496,161 | – | 0.06% | – |
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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% |