DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $92,879,792 | +50.2% | 1,774,886 | +31.2% | 3.20% | +26.8% |
| Q3 2023 | $61,819,933 | +25.9% | 1,353,030 | +27.8% | 2.53% | +21.3% |
| Q2 2023 | $49,114,020 | +53.9% | 1,058,720 | +47.7% | 2.08% | +40.8% |
| Q1 2023 | $31,908,140 | +50.3% | 717,037 | +48.5% | 1.48% | +34.9% |
| Q4 2022 | $21,226,854 | +72.8% | 482,977 | +53.2% | 1.10% | +53.5% |
| Q3 2022 | $12,283,000 | +53.7% | 315,202 | +58.7% | 0.71% | +44.2% |
| Q2 2022 | $7,989,000 | -28.5% | 198,634 | -17.2% | 0.50% | -3.3% |
| Q1 2022 | $11,180,000 | +25.9% | 240,027 | +28.4% | 0.51% | +16.4% |
| Q4 2021 | $8,881,000 | +83.3% | 186,893 | +71.2% | 0.44% | +17.6% |
| Q3 2021 | $4,846,000 | +12.6% | 109,144 | +13.6% | 0.37% | +6.9% |
| Q2 2021 | $4,304,000 | – | 96,056 | – | 0.35% | – |
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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% |