DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 270 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,957,073 | +9.5% | 217,927 | +11.2% | 0.02% | +13.3% |
Q2 2023 | $9,089,607 | +32.6% | 195,939 | +27.2% | 0.02% | +25.0% |
Q1 2023 | $6,853,674 | -3.3% | 154,015 | -4.5% | 0.01% | 0.0% |
Q4 2022 | $7,086,633 | +14.2% | 161,243 | +1.3% | 0.01% | 0.0% |
Q3 2022 | $6,205,000 | +12.0% | 159,220 | +15.6% | 0.01% | +20.0% |
Q2 2022 | $5,540,000 | -12.5% | 137,742 | +1.3% | 0.01% | 0.0% |
Q1 2022 | $6,332,000 | +271.6% | 135,943 | +279.0% | 0.01% | +233.3% |
Q4 2021 | $1,704,000 | +4.8% | 35,867 | -2.0% | 0.00% | 0.0% |
Q3 2021 | $1,626,000 | -4.4% | 36,616 | -3.5% | 0.00% | 0.0% |
Q2 2021 | $1,700,000 | – | 37,958 | – | 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% |