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 | $314,583,957 | +84.3% | 9,757,567 | +82.7% | 3.15% | +60.8% |
| Q1 2024 | $170,651,434 | -1.5% | 5,341,203 | -9.9% | 1.96% | -12.3% |
| Q4 2023 | $173,198,688 | +13.5% | 5,925,374 | +1.8% | 2.23% | -1.9% |
| Q3 2023 | $152,556,730 | -1.8% | 5,822,776 | +1.7% | 2.28% | -6.3% |
| Q2 2023 | $155,404,932 | +13.8% | 5,723,938 | +6.8% | 2.43% | -4.4% |
| Q1 2023 | $136,524,778 | +8.0% | 5,358,115 | +2.9% | 2.54% | -17.7% |
| Q4 2022 | $126,380,320 | +16.7% | 5,205,267 | +6.9% | 3.09% | -8.5% |
| Q3 2022 | $108,311,000 | -6.3% | 4,870,102 | -1.8% | 3.37% | -3.8% |
| Q2 2022 | $115,611,000 | -16.7% | 4,961,830 | -1.4% | 3.51% | -22.9% |
| Q1 2022 | $138,849,000 | -6.1% | 5,034,419 | -1.4% | 4.55% | -4.9% |
| Q4 2021 | $147,852,000 | +6.8% | 5,103,627 | -2.0% | 4.78% | -5.3% |
| Q3 2021 | $138,432,000 | -2.8% | 5,210,081 | -1.3% | 5.05% | -12.2% |
| Q2 2021 | $142,448,000 | – | 5,279,754 | – | 5.75% | – |
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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% |