DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 362 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,954,785 | +4.2% | 172,639 | +9.3% | 3.75% | +1.4% |
| Q1 2024 | $8,597,817 | +60.1% | 157,961 | +53.9% | 3.70% | +51.7% |
| Q4 2023 | $5,370,000 | +23.8% | 102,618 | +8.1% | 2.44% | +14.9% |
| Q3 2023 | $4,338,951 | -1.7% | 94,965 | -0.2% | 2.12% | +2.7% |
| Q2 2023 | $4,412,710 | +0.2% | 95,122 | -3.9% | 2.07% | -4.8% |
| Q1 2023 | $4,403,854 | +6.1% | 98,963 | +4.8% | 2.17% | +9.8% |
| Q4 2022 | $4,150,858 | +3.9% | 94,445 | -7.9% | 1.98% | -0.8% |
| Q3 2022 | $3,996,000 | +0.3% | 102,553 | +3.5% | 1.99% | +1.4% |
| Q2 2022 | $3,984,000 | -2.1% | 99,063 | +13.4% | 1.96% | +1.6% |
| Q1 2022 | $4,068,000 | +7.7% | 87,337 | +9.9% | 1.93% | +7.5% |
| Q4 2021 | $3,777,000 | +11.4% | 79,489 | +4.1% | 1.80% | +0.5% |
| Q3 2021 | $3,391,000 | +12.0% | 76,364 | +13.6% | 1.79% | +2.8% |
| Q2 2021 | $3,028,000 | – | 67,210 | – | 1.74% | – |
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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% |