DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 656 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $73,995,497 | +17.9% | 2,295,146 | +16.9% | 0.08% | +12.9% |
| Q1 2024 | $62,748,160 | +11.7% | 1,963,949 | +2.2% | 0.07% | -32.7% |
| Q4 2023 | $56,194,421 | +92.2% | 1,922,491 | +72.3% | 0.10% | +166.7% |
| Q3 2023 | $29,232,789 | -2.1% | 1,115,755 | +1.5% | 0.04% | -2.5% |
| Q2 2023 | $29,856,321 | +9.0% | 1,099,680 | +2.3% | 0.04% | +2.6% |
| Q1 2023 | $27,387,747 | -11.7% | 1,074,872 | -15.8% | 0.04% | -17.0% |
| Q4 2022 | $31,002,054 | +120.5% | 1,276,855 | +102.0% | 0.05% | +95.8% |
| Q3 2022 | $14,058,000 | -5.2% | 632,094 | -0.7% | 0.02% | 0.0% |
| Q2 2022 | $14,829,000 | +71.6% | 636,445 | +103.1% | 0.02% | +84.6% |
| Q1 2022 | $8,641,000 | -0.4% | 313,318 | +4.6% | 0.01% | -7.1% |
| Q4 2021 | $8,677,000 | +10.6% | 299,525 | +1.4% | 0.01% | 0.0% |
| Q3 2021 | $7,845,000 | +14.7% | 295,251 | +16.5% | 0.01% | +16.7% |
| Q2 2021 | $6,839,000 | – | 253,484 | – | 0.01% | – |
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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% |