DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $243,005,888 | +8.9% | 7,537,403 | +7.9% | 21.44% | -9.3% |
| Q1 2024 | $223,108,367 | +4.1% | 6,983,047 | -4.8% | 23.64% | +11.1% |
| Q4 2023 | $214,333,464 | +31.2% | 7,332,654 | +17.6% | 21.29% | +2.6% |
| Q3 2023 | $163,337,944 | +6.7% | 6,234,273 | +10.5% | 20.74% | +6.9% |
| Q2 2023 | $153,138,400 | +18.4% | 5,640,457 | +11.2% | 19.40% | +12.8% |
| Q1 2023 | $129,288,908 | -1.1% | 5,074,133 | -5.8% | 17.19% | +5.9% |
| Q4 2022 | $130,745,171 | +22.6% | 5,384,892 | +12.3% | 16.23% | -3.4% |
| Q3 2022 | $106,676,000 | -2.8% | 4,796,599 | +1.8% | 16.80% | -0.7% |
| Q2 2022 | $109,780,000 | -20.4% | 4,711,616 | -5.8% | 16.91% | -1.7% |
| Q1 2022 | $137,932,000 | -5.8% | 5,001,151 | -1.1% | 17.21% | +0.4% |
| Q4 2021 | $146,470,000 | +3.5% | 5,055,920 | -5.1% | 17.14% | -0.6% |
| Q3 2021 | $141,572,000 | -5.8% | 5,328,266 | -4.3% | 17.24% | -12.4% |
| Q2 2021 | $150,273,000 | – | 5,569,777 | – | 19.68% | – |
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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% |