DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 337 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,421,818 | +15.6% | 85,248 | +21.3% | 0.29% | +17.1% |
| Q1 2024 | $3,825,350 | +14.9% | 70,280 | +10.5% | 0.24% | +8.9% |
| Q4 2023 | $3,328,567 | +7.0% | 63,607 | -6.6% | 0.22% | +6.6% |
| Q3 2023 | $3,111,058 | -6.1% | 68,091 | -4.7% | 0.21% | -2.3% |
| Q2 2023 | $3,313,178 | +15.3% | 71,420 | +10.6% | 0.22% | +8.0% |
| Q1 2023 | $2,874,332 | -3.0% | 64,592 | -4.2% | 0.20% | -33.6% |
| Q4 2022 | $2,964,026 | +1090.4% | 67,441 | +954.9% | 0.30% | +1268.2% |
| Q3 2022 | $249,000 | -1.2% | 6,393 | +1.9% | 0.02% | +4.8% |
| Q2 2022 | $252,000 | +10.5% | 6,272 | +27.9% | 0.02% | +23.5% |
| Q1 2022 | $228,000 | -2.1% | 4,904 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $233,000 | – | 4,898 | – | 0.02% | – |
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% |