DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,401 | +14.8% | 216,007 | -0.6% | 0.62% | +14.5% |
| Q3 2023 | $9,932 | -2.3% | 217,387 | -0.8% | 0.54% | -0.2% |
| Q2 2023 | $10,165 | +3.6% | 219,124 | -0.6% | 0.54% | -0.4% |
| Q1 2023 | $9,810 | +4.8% | 220,457 | +3.5% | 0.54% | -2.3% |
| Q4 2022 | $9,363 | -99.9% | 213,031 | +4.7% | 0.55% | +3.7% |
| Q3 2022 | $7,930,000 | -3.1% | 203,488 | 0.0% | 0.53% | -2.9% |
| Q2 2022 | $8,184,000 | -15.5% | 203,488 | -2.2% | 0.55% | -9.7% |
| Q1 2022 | $9,689,000 | +22.0% | 208,006 | +24.5% | 0.61% | +20.6% |
| Q4 2021 | $7,940,000 | +7.2% | 167,081 | +2.6% | 0.50% | +3.7% |
| Q3 2021 | $7,406,000 | +7.7% | 162,879 | +6.1% | 0.49% | +6.6% |
| Q2 2021 | $6,876,000 | – | 153,479 | – | 0.46% | – |
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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% |