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 | $701,729 | +3.7% | 13,529 | +8.8% | 0.02% | -4.3% |
| Q1 2024 | $677,011 | +10.0% | 12,438 | +2.7% | 0.02% | 0.0% |
| Q4 2023 | $615,688 | +9.4% | 12,115 | -1.7% | 0.02% | -14.8% |
| Q3 2023 | $562,836 | +5.6% | 12,319 | +7.2% | 0.03% | -3.6% |
| Q2 2023 | $533,030 | +5.5% | 11,490 | +1.2% | 0.03% | -6.7% |
| Q1 2023 | $505,359 | +14.9% | 11,356 | +13.5% | 0.03% | 0.0% |
| Q4 2022 | $439,786 | +13.9% | 10,007 | +1.1% | 0.03% | +3.4% |
| Q3 2022 | $386,000 | +9.0% | 9,900 | +12.4% | 0.03% | +7.4% |
| Q2 2022 | $354,000 | +64.7% | 8,804 | +94.7% | 0.03% | +80.0% |
| Q4 2021 | $215,000 | -31.7% | 4,522 | -35.6% | 0.02% | -40.0% |
| Q2 2021 | $315,000 | – | 7,025 | – | 0.02% | – |
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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% |