DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 591 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $245,098 | +46.4% | 4,503 | +40.7% | 0.00% | – |
| Q4 2023 | $167,456 | +14.5% | 3,200 | 0.0% | 0.00% | – |
| Q3 2023 | $146,208 | +57.1% | 3,200 | +53.0% | 0.00% | – |
| Q1 2023 | $93,094 | +52.2% | 2,092 | +50.3% | 0.00% | – |
| Q4 2022 | $61,178 | -72.6% | 1,392 | -75.7% | 0.00% | -100.0% |
| Q3 2022 | $223,000 | – | 5,722 | – | 0.00% | – |
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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% |