DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 581 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,519,637 | -4.8% | 48,576 | -0.1% | 0.84% | -10.0% |
| Q1 2024 | $2,647,149 | +2.7% | 48,634 | -1.3% | 0.93% | -6.6% |
| Q4 2023 | $2,577,985 | +13.6% | 49,264 | -0.8% | 1.00% | -29.4% |
| Q3 2023 | $2,269,057 | -2.3% | 49,662 | -0.8% | 1.41% | -2.6% |
| Q2 2023 | $2,322,655 | +2.5% | 50,068 | -1.6% | 1.45% | -6.3% |
| Q1 2023 | $2,265,228 | -6.5% | 50,904 | -7.7% | 1.55% | -13.7% |
| Q4 2022 | $2,423,491 | +11.7% | 55,142 | -1.0% | 1.79% | +3.5% |
| Q3 2022 | $2,170,000 | -13.2% | 55,693 | -10.4% | 1.73% | -8.8% |
| Q2 2022 | $2,500,000 | -19.1% | 62,152 | -4.5% | 1.90% | -6.7% |
| Q4 2021 | $3,091,000 | +7.4% | 65,053 | +0.4% | 2.04% | +3.6% |
| Q3 2021 | $2,877,000 | -1.0% | 64,806 | -0.0% | 1.96% | -3.4% |
| Q2 2021 | $2,905,000 | – | 64,831 | – | 2.03% | – |
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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% |