DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,299,572 | +0.2% | 1,713,713 | +1.7% | 11.66% | +5.3% |
| Q2 2023 | $78,160,710 | +6.3% | 1,684,861 | +1.9% | 11.07% | -2.4% |
| Q1 2023 | $73,557,342 | +103978.3% | 1,652,973 | +2.8% | 11.35% | -3.3% |
| Q4 2022 | $70,675 | -99.9% | 1,608,067 | +0.3% | 11.73% | -3.2% |
| Q3 2022 | $62,453,000 | -4.2% | 1,602,594 | -1.1% | 12.12% | +0.2% |
| Q2 2022 | $65,203,000 | -11.6% | 1,621,149 | +2.3% | 12.09% | -18.5% |
| Q1 2022 | $73,792,000 | -0.0% | 1,584,201 | +2.0% | 14.83% | -2.8% |
| Q4 2021 | $73,826,000 | +9.0% | 1,553,581 | +1.9% | 15.26% | +1.7% |
| Q3 2021 | $67,719,000 | +0.8% | 1,525,204 | +1.7% | 15.00% | -6.5% |
| Q2 2021 | $67,204,000 | – | 1,499,968 | – | 16.04% | – |
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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% |