DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,859,097 | +3.1% | 237,669 | +4.7% | 4.41% | +2.1% |
| Q2 2023 | $10,533,174 | +9.2% | 227,057 | +4.7% | 4.32% | +2.1% |
| Q1 2023 | $9,649,380 | +9.8% | 216,840 | +8.5% | 4.24% | +4.5% |
| Q4 2022 | $8,786,176 | +21.5% | 199,913 | +7.8% | 4.06% | +6.2% |
| Q3 2022 | $7,229,000 | +15.3% | 185,492 | +19.0% | 3.82% | +24.0% |
| Q2 2022 | $6,268,000 | +12.8% | 155,836 | +26.2% | 3.08% | +15.4% |
| Q1 2022 | $5,559,000 | +332.3% | 123,501 | +356.4% | 2.67% | +366.8% |
| Q4 2021 | $1,286,000 | – | 27,061 | – | 0.57% | – |
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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% |