DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 591 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,915,029 | -5.0% | 36,920 | -0.3% | 0.78% | -13.6% |
| Q1 2024 | $2,016,075 | +3.0% | 37,040 | -1.0% | 0.90% | -8.4% |
| Q4 2023 | $1,957,130 | +14.3% | 37,400 | -0.2% | 0.98% | +3.5% |
| Q3 2023 | $1,712,833 | -1.5% | 37,488 | 0.0% | 0.95% | +0.4% |
| Q2 2023 | $1,739,074 | +4.2% | 37,488 | 0.0% | 0.94% | +20.4% |
| Q1 2023 | $1,668,222 | +10.4% | 37,488 | +9.0% | 0.78% | -15.5% |
| Q4 2022 | $1,511,078 | +3.7% | 34,382 | -8.1% | 0.93% | +10.5% |
| Q3 2022 | $1,457,000 | -2.9% | 37,397 | +0.2% | 0.84% | +6.6% |
| Q2 2022 | $1,501,000 | -14.2% | 37,323 | -0.6% | 0.79% | -6.3% |
| Q1 2022 | $1,749,000 | -0.1% | 37,548 | +2.0% | 0.84% | -20.0% |
| Q4 2021 | $1,750,000 | – | 36,820 | – | 1.05% | – |
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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% |