DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 486 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,381,041 | -0.6% | 336,639 | +0.9% | 1.94% | +2.3% |
| Q2 2023 | $15,481,302 | +13.5% | 333,721 | +8.9% | 1.90% | +5.9% |
| Q1 2023 | $13,641,766 | +4.4% | 306,557 | +3.1% | 1.79% | -1.7% |
| Q4 2022 | $13,067,652 | +12.1% | 297,330 | -0.6% | 1.82% | +0.1% |
| Q3 2022 | $11,660,000 | -5.8% | 299,212 | -2.8% | 1.82% | -2.7% |
| Q2 2022 | $12,383,000 | -18.7% | 307,885 | -5.9% | 1.87% | -12.7% |
| Q1 2022 | $15,234,000 | -3.9% | 327,051 | -2.0% | 2.14% | +3.1% |
| Q4 2021 | $15,858,000 | – | 333,707 | – | 2.08% | – |
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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% |