DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 402 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $739,181,546 | -0.8% | 14,250,654 | +4.1% | 0.79% | -4.5% |
| Q1 2024 | $745,419,720 | +4.4% | 13,695,016 | +0.4% | 0.83% | -37.6% |
| Q4 2023 | $713,715,255 | +19.2% | 13,638,740 | +4.1% | 1.32% | +65.7% |
| Q3 2023 | $598,714,856 | -2.5% | 13,103,849 | -1.1% | 0.80% | -2.3% |
| Q2 2023 | $614,345,506 | +11.9% | 13,243,059 | +7.4% | 0.82% | +3.5% |
| Q1 2023 | $548,811,476 | -5.0% | 12,332,843 | -6.2% | 0.79% | -9.1% |
| Q4 2022 | $577,891,589 | +57.8% | 13,148,841 | +39.9% | 0.87% | +37.3% |
| Q3 2022 | $366,139,000 | +9.0% | 9,395,396 | +12.5% | 0.63% | +14.5% |
| Q2 2022 | $335,869,000 | -11.2% | 8,350,802 | +2.8% | 0.55% | -5.6% |
| Q1 2022 | $378,285,000 | -1.0% | 8,121,197 | +1.0% | 0.59% | -4.6% |
| Q4 2021 | $382,223,000 | +18.5% | 8,043,406 | +10.7% | 0.61% | +7.3% |
| Q3 2021 | $322,674,000 | +4.1% | 7,267,443 | +5.1% | 0.57% | +4.0% |
| Q2 2021 | $309,915,000 | – | 6,917,227 | – | 0.55% | – |
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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% |