DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,659,169 | -0.6% | 80,086 | +1.0% | 1.24% | +2.2% |
| Q2 2023 | $3,679,846 | +14.2% | 79,324 | +9.5% | 1.21% | +3.9% |
| Q1 2023 | $3,223,342 | +9.1% | 72,434 | +7.7% | 1.17% | +0.6% |
| Q4 2022 | $2,955,413 | +13.4% | 67,245 | +0.5% | 1.16% | +0.3% |
| Q3 2022 | $2,607,000 | -13.8% | 66,905 | -11.0% | 1.16% | -4.8% |
| Q2 2022 | $3,023,000 | -26.2% | 75,170 | -14.5% | 1.21% | -12.2% |
| Q1 2022 | $4,095,000 | -0.1% | 87,906 | +1.9% | 1.38% | -0.4% |
| Q4 2021 | $4,100,000 | +17.7% | 86,273 | +10.0% | 1.39% | +8.9% |
| Q3 2021 | $3,484,000 | +4.9% | 78,459 | +5.8% | 1.27% | +5.6% |
| Q2 2021 | $3,322,000 | – | 74,140 | – | 1.21% | – |
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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% |