DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 486 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $4,944,432 | -14.8% | 106,584 | -18.2% | 1.21% | -19.5% |
Q1 2023 | $5,800,664 | -10.7% | 130,352 | -11.8% | 1.51% | -19.5% |
Q4 2022 | $6,496,557 | +54.9% | 147,817 | +37.4% | 1.87% | +40.4% |
Q3 2022 | $4,194,000 | +11235.1% | 107,618 | +13352.2% | 1.33% | +13220.0% |
Q1 2022 | $37,000 | – | 800 | – | 0.01% | – |
Download |
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% |