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 | $3,624,131 | -1.6% | 79,320 | -0.1% | 0.68% | -7.4% |
| Q2 2023 | $3,683,320 | +2.0% | 79,399 | -2.2% | 0.74% | -8.1% |
| Q1 2023 | $3,612,065 | +0.0% | 81,170 | -1.2% | 0.80% | -2.9% |
| Q4 2022 | $3,611,502 | +8.6% | 82,173 | -3.7% | 0.83% | -7.5% |
| Q3 2022 | $3,327,000 | -5.8% | 85,373 | -2.8% | 0.90% | -9.0% |
| Q2 2022 | $3,533,000 | -13.0% | 87,849 | +0.7% | 0.98% | +1.0% |
| Q1 2022 | $4,063,000 | -9.3% | 87,234 | -7.5% | 0.97% | -9.6% |
| Q4 2021 | $4,480,000 | +6.1% | 94,271 | -0.9% | 1.08% | -7.7% |
| Q3 2021 | $4,222,000 | +1.1% | 95,086 | +2.0% | 1.17% | -25.8% |
| Q2 2021 | $4,176,000 | – | 93,209 | – | 1.57% | – |
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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% |