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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,565,527 | +11.7% | 187,470 | +13.4% | 7.52% | -7.9% |
| Q2 2023 | $7,667,972 | +10.7% | 165,294 | +6.2% | 8.17% | -16.3% |
| Q1 2023 | $6,924,482 | +118.3% | 155,606 | +115.6% | 9.76% | +96.3% |
| Q4 2022 | $3,172,558 | +222.1% | 72,186 | +185.7% | 4.97% | +171.7% |
| Q3 2022 | $985,000 | +44.4% | 25,265 | +49.0% | 1.83% | +52.9% |
| Q2 2022 | $682,000 | +1605.0% | 16,955 | +1792.3% | 1.20% | +8450.0% |
| Q3 2021 | $40,000 | +100.0% | 896 | +100.4% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | – | 447 | – | 0.01% | – |
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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% |