DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 468 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,677,619 | +1.9% | 605,770 | +3.5% | 5.47% | -6.1% |
| Q2 2023 | $27,158,187 | +8.7% | 585,432 | +4.2% | 5.83% | -0.6% |
| Q1 2023 | $24,993,486 | +134744.8% | 561,651 | +33.2% | 5.86% | +19.5% |
| Q4 2022 | $18,535 | -99.9% | 421,721 | +6.2% | 4.91% | -3.3% |
| Q3 2022 | $15,477,000 | +2.2% | 397,152 | +5.4% | 5.07% | +15.4% |
| Q2 2022 | $15,150,000 | -2.5% | 376,682 | +12.9% | 4.40% | +12.0% |
| Q1 2022 | $15,541,000 | -10.0% | 333,646 | -8.2% | 3.93% | -9.7% |
| Q4 2021 | $17,275,000 | – | 363,536 | – | 4.35% | – |
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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% |