DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,865,121 | -1.1% | 62,708 | +0.4% | 0.04% | +12.9% |
| Q2 2023 | $2,897,434 | +6.2% | 62,458 | +1.9% | 0.03% | -8.8% |
| Q1 2023 | $2,727,379 | +6.2% | 61,289 | +4.8% | 0.03% | -62.2% |
| Q4 2022 | $2,569,122 | +16.7% | 58,456 | +3.5% | 0.09% | +3.4% |
| Q3 2022 | $2,201,000 | -5.3% | 56,469 | -2.2% | 0.09% | -6.5% |
| Q2 2022 | $2,323,000 | -12.7% | 57,767 | +1.1% | 0.09% | -1.1% |
| Q1 2022 | $2,661,000 | +2.1% | 57,130 | +4.1% | 0.09% | +8.0% |
| Q4 2021 | $2,607,000 | +9.3% | 54,865 | +2.1% | 0.09% | -1.1% |
| Q3 2021 | $2,386,000 | +40.5% | 53,736 | +41.8% | 0.09% | +31.3% |
| Q2 2021 | $1,698,000 | – | 37,905 | – | 0.07% | – |
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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% |