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 | $1,681,335 | -13.5% | 36,799 | -12.1% | 1.71% | -5.8% |
| Q2 2023 | $1,942,815 | +4.4% | 41,880 | +0.2% | 1.82% | +9.7% |
| Q1 2023 | $1,860,281 | +1.4% | 41,804 | +0.1% | 1.66% | -0.8% |
| Q4 2022 | $1,834,674 | -1.5% | 41,745 | -12.7% | 1.67% | -6.0% |
| Q3 2022 | $1,863,000 | -30.5% | 47,806 | -28.3% | 1.78% | -29.0% |
| Q2 2022 | $2,682,000 | +52.5% | 66,692 | +76.6% | 2.50% | +29.9% |
| Q1 2022 | $1,759,000 | +57.9% | 37,755 | +61.0% | 1.93% | +70.3% |
| Q4 2021 | $1,114,000 | – | 23,448 | – | 1.13% | – |
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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% |