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 | $8,296,577 | +0.9% | 257,338 | 0.0% | 1.05% | -4.0% |
| Q1 2024 | $8,221,949 | +9.3% | 257,338 | 0.0% | 1.09% | +2.3% |
| Q4 2023 | $7,521,990 | +11.5% | 257,338 | -0.1% | 1.07% | +4.0% |
| Q3 2023 | $6,747,731 | -3.5% | 257,547 | 0.0% | 1.03% | +4.2% |
| Q2 2023 | $6,992,401 | +6.6% | 257,547 | 0.0% | 0.99% | -0.9% |
| Q1 2023 | $6,562,298 | +4.9% | 257,547 | 0.0% | 1.00% | +2.2% |
| Q4 2022 | $6,253,241 | +5.9% | 257,547 | -3.0% | 0.98% | -1.0% |
| Q3 2022 | $5,906,000 | -4.6% | 265,560 | 0.0% | 0.98% | -2.5% |
| Q2 2022 | $6,188,000 | -15.0% | 265,560 | +0.5% | 1.01% | -0.6% |
| Q1 2022 | $7,284,000 | +10.6% | 264,114 | +16.2% | 1.02% | +14.9% |
| Q4 2021 | $6,584,000 | – | 227,267 | – | 0.88% | – |
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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% |