DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 544 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $96,816,153 | +3.6% | 3,002,982 | +2.7% | 7.64% | +2.9% |
| Q1 2024 | $93,456,295 | +10.2% | 2,925,080 | +0.8% | 7.42% | +3.0% |
| Q4 2023 | $84,793,266 | +18.9% | 2,900,899 | +6.6% | 7.21% | +7.1% |
| Q3 2023 | $71,299,439 | -4.9% | 2,721,353 | -1.4% | 6.73% | -0.2% |
| Q2 2023 | $74,967,374 | +10.9% | 2,761,229 | +4.1% | 6.74% | +5.8% |
| Q1 2023 | $67,589,447 | +6.0% | 2,652,647 | +1.0% | 6.37% | +2.1% |
| Q4 2022 | $63,781,321 | +7.7% | 2,626,908 | -1.4% | 6.24% | -3.9% |
| Q3 2022 | $59,224,000 | -4.9% | 2,662,946 | -0.4% | 6.50% | -1.2% |
| Q2 2022 | $62,292,000 | -17.1% | 2,673,496 | -1.9% | 6.58% | -7.3% |
| Q1 2022 | $75,171,000 | +8.5% | 2,725,568 | +14.0% | 7.10% | +8.6% |
| Q4 2021 | $69,267,000 | +10.4% | 2,391,005 | +1.3% | 6.53% | +1.5% |
| Q3 2021 | $62,717,000 | +3.3% | 2,360,428 | +4.8% | 6.44% | -29.0% |
| Q2 2021 | $60,740,000 | – | 2,251,281 | – | 9.07% | – |
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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% |