DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,069,558 | +17.5% | 23,409 | +19.3% | 0.50% | +10.7% |
| Q2 2023 | $910,359 | +24.1% | 19,624 | +19.0% | 0.45% | +9.5% |
| Q1 2023 | $733,850 | -3.0% | 16,491 | -4.2% | 0.41% | -9.3% |
| Q4 2022 | $756,336 | +14.3% | 17,209 | +1.4% | 0.45% | +10.5% |
| Q3 2022 | $662,000 | -12.0% | 16,975 | -9.2% | 0.41% | -10.1% |
| Q2 2022 | $752,000 | +95.8% | 18,705 | +127.2% | 0.46% | +117.1% |
| Q1 2022 | $384,000 | +357.1% | 8,234 | +363.6% | 0.21% | +303.8% |
| Q4 2021 | $84,000 | +663.6% | 1,776 | +588.4% | 0.05% | +477.8% |
| Q3 2021 | $11,000 | – | 258 | – | 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% |