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 | $20,420,736 | 0.0% | 440,197 | 0.0% | 4.27% | -0.9% |
Q2 2023 | $20,420,736 | +4.0% | 440,197 | -0.2% | 4.31% | 0.0% |
Q1 2023 | $19,634,740 | +183.5% | 441,230 | +225.9% | 4.31% | +169.4% |
Q4 2022 | $6,925,850 | -60.6% | 135,403 | -70.0% | 1.60% | -63.6% |
Q3 2022 | $17,587,000 | -3.9% | 451,298 | -0.9% | 4.39% | +6.6% |
Q2 2022 | $18,309,000 | -13.9% | 455,231 | -0.2% | 4.12% | -2.1% |
Q1 2022 | $21,255,000 | +0.2% | 456,319 | -0.8% | 4.21% | +3.5% |
Q4 2021 | $21,206,000 | +3.0% | 459,804 | -0.8% | 4.07% | 0.0% |
Q3 2021 | $20,580,000 | -2.2% | 463,520 | -1.9% | 4.07% | -2.3% |
Q2 2021 | $21,042,000 | – | 472,542 | – | 4.16% | – |
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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% |