DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,811,163 | -1.8% | 302,280 | -0.3% | 7.64% | -0.4% |
| Q2 2023 | $14,058,851 | -6.6% | 303,058 | -10.5% | 7.68% | -12.1% |
| Q1 2023 | $15,060,170 | -0.5% | 338,431 | -1.7% | 8.73% | +2008.9% |
| Q4 2022 | $15,131,716 | +20.0% | 344,294 | +6.4% | 0.41% | -94.9% |
| Q3 2022 | $12,607,000 | +8.6% | 323,506 | +12.1% | 8.11% | -2.4% |
| Q2 2022 | $11,610,000 | -23.2% | 288,657 | -11.0% | 8.31% | -4.0% |
| Q1 2022 | $15,114,000 | +4.6% | 324,515 | +6.5% | 8.66% | -7.2% |
| Q4 2021 | $14,445,000 | – | 304,587 | – | 9.33% | – |
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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% |