DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,086,102 | -1.1% | 45,658 | +0.5% | 0.43% | +8.6% |
| Q2 2023 | $2,108,311 | +12.2% | 45,448 | +7.6% | 0.40% | +4.2% |
| Q1 2023 | $1,878,839 | -2.4% | 42,221 | -3.6% | 0.38% | +47.1% |
| Q4 2022 | $1,925,125 | +1.6% | 43,803 | -9.9% | 0.26% | -43.9% |
| Q3 2022 | $1,895,000 | -2.4% | 48,639 | +0.7% | 0.46% | +17.3% |
| Q2 2022 | $1,942,000 | -14.7% | 48,279 | -1.2% | 0.39% | -2.7% |
| Q1 2022 | $2,276,000 | +49.0% | 48,864 | +51.9% | 0.40% | +59.4% |
| Q4 2021 | $1,528,000 | +36.9% | 32,159 | +27.9% | 0.25% | +28.3% |
| Q3 2021 | $1,116,000 | – | 25,142 | – | 0.20% | – |
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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% |