DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 499 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,691,292 | -6.6% | 514,581 | -2.0% | 2.52% | -10.6% |
| Q1 2024 | $28,575,049 | +1.4% | 524,987 | -2.5% | 2.82% | -6.3% |
| Q4 2023 | $28,189,372 | +11.8% | 538,685 | -2.4% | 3.01% | -6.6% |
| Q3 2023 | $25,210,063 | -3.3% | 551,763 | -1.8% | 3.22% | -3.4% |
| Q2 2023 | $26,074,225 | +2.4% | 562,066 | -1.8% | 3.33% | +0.8% |
| Q1 2023 | $25,463,200 | -1.1% | 572,207 | -2.3% | 3.30% | -7.3% |
| Q4 2022 | $25,747,938 | +8.4% | 585,846 | -3.9% | 3.56% | -7.3% |
| Q3 2022 | $23,752,000 | -4.7% | 609,491 | -1.7% | 3.84% | +0.8% |
| Q2 2022 | $24,927,000 | -16.5% | 619,768 | -3.3% | 3.81% | -14.8% |
| Q1 2022 | $29,853,000 | -3.9% | 640,899 | -1.9% | 4.47% | -2.5% |
| Q4 2021 | $31,051,000 | +4.5% | 653,422 | -2.3% | 4.59% | +1.3% |
| Q3 2021 | $29,700,000 | -2.8% | 668,909 | -1.9% | 4.53% | -12.3% |
| Q2 2021 | $30,555,000 | – | 681,983 | – | 5.16% | – |
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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% |