DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 468 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $887,496 | +5.2% | 19,424 | +6.8% | 0.15% | +2.8% |
| Q2 2023 | $843,987 | -0.2% | 18,193 | -4.2% | 0.14% | -13.2% |
| Q1 2023 | $845,513 | +12.0% | 19,000 | +10.7% | 0.17% | -5.1% |
| Q4 2022 | $754,591 | +29.4% | 17,169 | +14.8% | 0.18% | -5.4% |
| Q3 2022 | $582,944 | -36.5% | 14,959 | -34.4% | 0.19% | -56.7% |
| Q2 2022 | $917,356 | +31.1% | 22,808 | +51.9% | 0.43% | +28.4% |
| Q1 2022 | $699,588 | – | 15,019 | – | 0.34% | – |
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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% |