DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,495,843 | -4.3% | 54,626 | -2.8% | 0.26% | -7.7% |
Q2 2023 | $2,607,609 | +3.0% | 56,211 | -1.0% | 0.29% | -8.9% |
Q1 2023 | $2,531,305 | +0.9% | 56,793 | -0.5% | 0.32% | -17.1% |
Q4 2022 | $2,508,113 | +12.7% | 57,067 | 0.0% | 0.38% | -25.3% |
Q3 2022 | $2,225,000 | +32.4% | 57,067 | +36.6% | 0.51% | +17.6% |
Q2 2022 | $1,680,000 | -17.0% | 41,767 | -3.8% | 0.43% | -15.6% |
Q1 2022 | $2,023,000 | -10.9% | 43,416 | -9.1% | 0.51% | -19.3% |
Q4 2021 | $2,270,000 | – | 47,770 | – | 0.64% | – |
Download |
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% |