DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,505 | -20.6% | 5,789 | -19.4% | 0.15% | -19.0% |
| Q2 2023 | $333,031 | +3.2% | 7,179 | -1.0% | 0.18% | -4.2% |
| Q1 2023 | $322,799 | +1.6% | 7,254 | +0.3% | 0.19% | -6.3% |
| Q4 2022 | $317,871 | +10.4% | 7,233 | -2.0% | 0.20% | -1.9% |
| Q3 2022 | $288,000 | -34.2% | 7,383 | -32.2% | 0.21% | -35.1% |
| Q2 2022 | $438,000 | +4.5% | 10,896 | +21.1% | 0.32% | +21.5% |
| Q1 2022 | $419,000 | -1.9% | 8,995 | +0.2% | 0.26% | +4.3% |
| Q4 2021 | $427,000 | -33.1% | 8,978 | -37.5% | 0.25% | -38.2% |
| Q3 2021 | $638,000 | -9.1% | 14,369 | -8.3% | 0.41% | -11.0% |
| Q2 2021 | $702,000 | – | 15,666 | – | 0.46% | – |
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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% |