DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,653,791 | +0.9% | 386,382 | +2.5% | 1.74% | -0.7% |
| Q2 2023 | $17,493,325 | +12.6% | 377,093 | +8.0% | 1.75% | +3.5% |
| Q1 2023 | $15,538,128 | +10.0% | 349,171 | +8.6% | 1.69% | -0.1% |
| Q4 2022 | $14,125,053 | +31.9% | 321,389 | +16.9% | 1.69% | +11.0% |
| Q3 2022 | $10,711,000 | -1.0% | 274,857 | +2.2% | 1.52% | -18.6% |
| Q2 2022 | $10,822,000 | -11.3% | 269,060 | +2.7% | 1.87% | -4.0% |
| Q1 2022 | $12,205,000 | +9.7% | 262,032 | +11.9% | 1.95% | +10.4% |
| Q4 2021 | $11,126,000 | +16.2% | 234,142 | +8.6% | 1.76% | -7.1% |
| Q3 2021 | $9,576,000 | +3.2% | 215,673 | +4.1% | 1.90% | -11.9% |
| Q2 2021 | $9,283,000 | – | 207,188 | – | 2.16% | – |
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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% |