DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 362 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $141,638,366 | +1.6% | 2,730,642 | +6.6% | 21.68% | -8.3% |
| Q1 2024 | $139,459,661 | +5.7% | 2,562,184 | +1.6% | 23.65% | -2.5% |
| Q4 2023 | $131,965,555 | +11.7% | 2,521,795 | -2.5% | 24.26% | -0.9% |
| Q3 2023 | $118,183,632 | -5.4% | 2,586,641 | -4.0% | 24.48% | -2.6% |
| Q2 2023 | $124,964,758 | +13.9% | 2,693,786 | +9.2% | 25.14% | +1.4% |
| Q1 2023 | $109,754,736 | +0.5% | 2,466,398 | -0.8% | 24.80% | -5.0% |
| Q4 2022 | $109,217,954 | +11.6% | 2,485,049 | -1.1% | 26.10% | -2.1% |
| Q3 2022 | $97,906,000 | +6.0% | 2,512,331 | +9.4% | 26.65% | +1.8% |
| Q2 2022 | $92,338,000 | -27.6% | 2,295,812 | -16.2% | 26.18% | -20.1% |
| Q1 2022 | $127,612,000 | +20.3% | 2,739,641 | +22.7% | 32.78% | +7.9% |
| Q4 2021 | $106,095,000 | – | 2,232,642 | – | 30.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 1,833,480 | $82,145,916 | 32.17% |
| Hill Investment Group Partners, LLC | 776,696 | $34,798,533 | 28.79% |
| Willow Creek Wealth Management Inc. | 1,499,968 | $67,204,000 | 16.04% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 11,188,003 | $501,259,000 | 12.10% |
| PBMares Wealth Management LLC | 361,503 | $16,197,000 | 8.82% |
| TFC Financial Management, Inc. | 575,646 | $25,791,000 | 8.81% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,356,269 | $60,765,335,000 | 8.58% |
| Radnor Financial Advisors, LLC | 419,111 | $18,778,000 | 6.76% |
| Merriman Wealth Management, LLC | 1,686,866 | $75,577,000 | 6.49% |
| Plancorp, LLC | 1,776,954 | $79,613,000 | 6.25% |