DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 491 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $677,689 | +14.9% | 12,950 | +0.3% | 0.46% | +3.4% |
| Q3 2023 | $589,871 | +35.8% | 12,910 | +37.9% | 0.44% | +28.7% |
| Q2 2023 | $434,209 | +24.2% | 9,360 | +19.2% | 0.34% | +17.3% |
| Q1 2023 | $349,542 | +5.6% | 7,855 | +4.3% | 0.29% | -4.2% |
| Q4 2022 | $331,111 | +66.4% | 7,534 | +47.2% | 0.31% | +30.6% |
| Q3 2022 | $199,000 | +109.5% | 5,119 | +117.4% | 0.24% | +102.6% |
| Q2 2022 | $95,000 | – | 2,355 | – | 0.12% | – |
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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% |