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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,454,631 | +11.6% | 83,976 | 0.0% | 0.13% | -3.1% |
| Q3 2023 | $2,200,183 | -3.5% | 83,976 | 0.0% | 0.13% | -5.8% |
| Q2 2023 | $2,279,960 | +4.6% | 83,976 | -1.9% | 0.14% | -2.1% |
| Q1 2023 | $2,180,080 | +2.9% | 85,560 | -2.0% | 0.14% | -7.8% |
| Q4 2022 | $2,119,655 | +8.1% | 87,300 | -1.0% | 0.15% | -8.4% |
| Q3 2022 | $1,960,000 | -4.6% | 88,144 | 0.0% | 0.17% | -7.7% |
| Q2 2022 | $2,054,000 | -7.2% | 88,144 | +9.9% | 0.18% | -2.2% |
| Q1 2022 | $2,213,000 | -4.8% | 80,229 | 0.0% | 0.18% | -8.4% |
| Q4 2021 | $2,324,000 | +9.0% | 80,229 | 0.0% | 0.20% | -11.0% |
| Q3 2021 | $2,132,000 | -3.5% | 80,229 | -2.1% | 0.23% | -27.2% |
| Q2 2021 | $2,210,000 | – | 81,928 | – | 0.31% | – |
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% |