DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 360 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $408,865,377 | +5.6% | 8,948,684 | +7.2% | 9.04% | +4.2% |
| Q2 2023 | $387,324,135 | +42.2% | 8,349,302 | +36.4% | 8.68% | +10.2% |
| Q1 2023 | $272,337,921 | +6.7% | 6,119,953 | +5.4% | 7.87% | -6.4% |
| Q4 2022 | $255,236,230 | +15.4% | 5,807,423 | +2.3% | 8.41% | -21.1% |
| Q3 2022 | $221,124,000 | +3.2% | 5,674,203 | +6.5% | 10.66% | -1.2% |
| Q2 2022 | $214,360,000 | -8.4% | 5,329,690 | +6.1% | 10.80% | -4.3% |
| Q1 2022 | $233,890,000 | +6.5% | 5,021,262 | +8.7% | 11.28% | -0.1% |
| Q4 2021 | $219,574,000 | – | 4,620,664 | – | 11.30% | – |
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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% |