DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,723,902 | -2.2% | 1,723,001 | -0.7% | 4.21% | -3.0% |
| Q2 2023 | $80,509,042 | +3.8% | 1,735,483 | -0.4% | 4.34% | -0.4% |
| Q1 2023 | $77,545,642 | +0.4% | 1,742,599 | -0.8% | 4.36% | -4.3% |
| Q4 2022 | $77,234,640 | +11.5% | 1,757,330 | -1.1% | 4.56% | -1.4% |
| Q3 2022 | $69,250,000 | -2.7% | 1,777,018 | +0.4% | 4.62% | +3.0% |
| Q2 2022 | $71,175,000 | -15.2% | 1,769,651 | -1.8% | 4.48% | -17.8% |
| Q1 2022 | $83,934,000 | -2.5% | 1,801,933 | -0.5% | 5.46% | +0.0% |
| Q4 2021 | $86,072,000 | +9.0% | 1,811,279 | +1.8% | 5.46% | 0.0% |
| Q3 2021 | $78,974,000 | -0.8% | 1,778,688 | +0.1% | 5.46% | -12.6% |
| Q2 2021 | $79,613,000 | – | 1,776,954 | – | 6.25% | – |
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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% |