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 | $1,480,950 | -5.5% | 32,413 | -4.1% | 0.00% | – |
| Q2 2023 | $1,567,193 | +1.0% | 33,783 | -3.1% | 0.00% | – |
| Q1 2023 | $1,552,160 | +47.0% | 34,880 | +45.2% | 0.00% | – |
| Q4 2022 | $1,055,811 | +1.5% | 24,023 | -9.9% | 0.00% | – |
| Q3 2022 | $1,040,000 | -52.1% | 26,675 | -50.5% | 0.00% | – |
| Q2 2022 | $2,169,000 | -13.7% | 53,935 | 0.0% | 0.00% | – |
| Q1 2022 | $2,512,000 | -3.2% | 53,935 | -1.2% | 0.00% | – |
| Q4 2021 | $2,594,000 | +5.1% | 54,592 | -1.8% | 0.00% | – |
| Q3 2021 | $2,467,000 | -3.6% | 55,572 | -2.7% | 0.00% | – |
| Q2 2021 | $2,559,000 | – | 57,115 | – | 0.00% | – |
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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% |