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 | $4,672,509 | -10.9% | 102,265 | -9.6% | 2.84% | +1.4% |
| Q2 2023 | $5,246,286 | -10.4% | 113,091 | -14.0% | 2.80% | +13.8% |
| Q1 2023 | $5,853,193 | +10.6% | 131,532 | +9.2% | 2.46% | -4.8% |
| Q4 2022 | $5,292,964 | +18.5% | 120,431 | +5.0% | 2.59% | +26.1% |
| Q3 2022 | $4,468,000 | -7.9% | 114,657 | -4.9% | 2.05% | -6.3% |
| Q2 2022 | $4,850,000 | -51.0% | 120,590 | -43.3% | 2.19% | +7.0% |
| Q1 2022 | $9,906,000 | +147.4% | 212,668 | +152.4% | 2.05% | +16.0% |
| Q4 2021 | $4,004,000 | +20.2% | 84,250 | +12.3% | 1.77% | +9.2% |
| Q3 2021 | $3,332,000 | +10.8% | 75,036 | +11.9% | 1.62% | +4.7% |
| Q2 2021 | $3,006,000 | – | 67,083 | – | 1.54% | – |
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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% |