DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $39,733,520 | -15.4% | 1,232,429 | -16.1% | 10.41% | -18.7% |
| Q1 2024 | $46,943,765 | +24.6% | 1,469,288 | +14.0% | 12.80% | +10.1% |
| Q4 2023 | $37,682,841 | +16.1% | 1,289,183 | +4.0% | 11.63% | -0.4% |
| Q3 2023 | $32,467,412 | -2.6% | 1,239,214 | +0.9% | 11.67% | -3.1% |
| Q2 2023 | $33,340,975 | +8.9% | 1,228,029 | +2.2% | 12.05% | +2.5% |
| Q1 2023 | $30,607,226 | +3.4% | 1,201,226 | -1.5% | 11.75% | -15.3% |
| Q4 2022 | $29,606,503 | +15.7% | 1,219,378 | +6.0% | 13.87% | +3.3% |
| Q3 2022 | $25,587,000 | -4.6% | 1,150,490 | -0.0% | 13.42% | -2.3% |
| Q2 2022 | $26,809,000 | -13.4% | 1,150,590 | +2.5% | 13.74% | -21.6% |
| Q1 2022 | $30,960,000 | -5.2% | 1,122,549 | -0.4% | 17.52% | -2.9% |
| Q4 2021 | $32,651,000 | – | 1,127,058 | – | 18.03% | – |
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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% |