DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,364,778 | -2.1% | 7,952,829 | -0.6% | 24.13% | -0.6% |
| Q2 2023 | $371,146,713 | +3.3% | 8,000,576 | -0.9% | 24.28% | -1.1% |
| Q1 2023 | $359,294,822 | +99699.7% | 8,074,041 | -1.4% | 24.55% | -3.0% |
| Q4 2022 | $360,016 | -99.9% | 8,191,492 | -2.4% | 25.32% | -0.1% |
| Q3 2022 | $327,164,000 | -0.1% | 8,395,288 | +3.1% | 25.34% | +2.2% |
| Q2 2022 | $327,352,000 | -19.5% | 8,139,036 | -6.8% | 24.79% | -10.6% |
| Q1 2022 | $406,694,000 | -3.0% | 8,731,085 | -1.0% | 27.73% | -7.0% |
| Q4 2021 | $419,209,000 | – | 8,821,747 | – | 29.82% | – |
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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% |