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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $353,122 | +14.5% | 6,748 | 0.0% | 0.08% | +6.6% |
Q3 2023 | $308,316 | -1.5% | 6,748 | 0.0% | 0.08% | +2.7% |
Q2 2023 | $313,039 | +4.2% | 6,748 | 0.0% | 0.07% | +1.4% |
Q1 2023 | $300,286 | +1.8% | 6,748 | 0.0% | 0.07% | 0.0% |
Q4 2022 | $295,090 | -99.9% | 6,748 | 0.0% | 0.07% | +2.8% |
Q3 2022 | $262,969,000 | -3.1% | 6,748 | 0.0% | 0.07% | +2.9% |
Q2 2022 | $271,404,000 | -13.7% | 6,748 | 0.0% | 0.07% | -5.5% |
Q1 2022 | $314,321,000 | -2.0% | 6,748 | 0.0% | 0.07% | +1.4% |
Q4 2021 | $320,664,000 | +6.1% | 6,748 | 0.0% | 0.07% | -2.7% |
Q2 2021 | $302,332,000 | – | 6,748 | – | 0.07% | – |
Download |
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% |