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 | $67,785 | +15.5% | 2,102,513 | +14.5% | 0.18% | +12.1% |
Q1 2024 | $58,685 | +40.2% | 1,836,773 | +28.2% | 0.16% | +29.8% |
Q4 2023 | $41,870 | +40.6% | 1,432,423 | +26.0% | 0.12% | +28.7% |
Q3 2023 | $29,788 | +17.9% | 1,136,936 | +22.2% | 0.09% | +20.5% |
Q2 2023 | $25,265 | +16.1% | 930,564 | +9.0% | 0.08% | +11.4% |
Q1 2023 | $21,757 | +31.1% | 853,904 | +24.9% | 0.07% | +22.8% |
Q4 2022 | $16,594 | -99.9% | 683,430 | +25.8% | 0.06% | +26.7% |
Q3 2022 | $12,656,000 | 0.0% | 543,159 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $12,656,000 | +2.8% | 543,159 | +21.7% | 0.04% | +15.4% |
Q1 2022 | $12,311,000 | +27.3% | 446,389 | +33.7% | 0.04% | +30.0% |
Q4 2021 | $9,672,000 | +52.9% | 333,852 | +40.3% | 0.03% | +42.9% |
Q3 2021 | $6,324,000 | -16.7% | 238,025 | -15.4% | 0.02% | -19.2% |
Q2 2021 | $7,589,000 | – | 281,292 | – | 0.03% | – |
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% |