DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 458 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,070,464 | +0.9% | 33,203 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $1,060,835 | -38.6% | 33,203 | -43.9% | 0.01% | -41.7% |
Q4 2023 | $1,729,041 | +14.8% | 59,153 | +2.9% | 0.01% | 0.0% |
Q3 2023 | $1,506,762 | -4.1% | 57,510 | -0.6% | 0.01% | 0.0% |
Q2 2023 | $1,570,681 | +9.6% | 57,852 | +2.8% | 0.01% | +9.1% |
Q1 2023 | $1,433,224 | +4.9% | 56,249 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $1,365,725 | +1.6% | 56,249 | -6.9% | 0.01% | -8.3% |
Q3 2022 | $1,344,000 | -5.9% | 60,443 | -1.4% | 0.01% | 0.0% |
Q2 2022 | $1,428,000 | -15.5% | 61,283 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $1,690,000 | -4.8% | 61,283 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $1,776,000 | +38.0% | 61,283 | +26.5% | 0.01% | +33.3% |
Q3 2021 | $1,287,000 | -1.5% | 48,459 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $1,307,000 | – | 48,459 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hill Investment Group Partners, LLC | 1,906,188 | $51,428,950 | 42.54% |
TFO Wealth Partners, LLC | 5,094,137 | $135,963,000 | 26.89% |
Plancorp, LLC | 11,521,385 | $310,847,000 | 24.39% |
Waypoint Wealth Partners Inc. | 2,117,610 | $57,133,000 | 22.15% |
BUCKINGHAM STRATEGIC WEALTH, LLC | 32,790,164 | $884,679,000 | 21.35% |
Meridian Wealth Partners, LLC | 3,355,349 | $90,527,000 | 21.14% |
Private Ocean, LLC | 5,569,777 | $150,273,000 | 19.68% |
BAKER BOYER NATIONAL BANK | 1,644,811 | $38,308,000 | 19.43% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 1,437,941 | $38,379,000 | 15.79% |
Syverson Strege & Co | 646,208 | $17,435,000 | 15.52% |