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 | $4,292,178 | +17.0% | 133,132 | +16.0% | 0.32% | +12.8% |
| Q1 2024 | $3,667,251 | +9.4% | 114,781 | +0.1% | 0.28% | -1.7% |
| Q4 2023 | $3,352,365 | +11.7% | 114,689 | +0.1% | 0.29% | +4.0% |
| Q3 2023 | $3,000,750 | -3.7% | 114,532 | -0.2% | 0.28% | -1.8% |
| Q2 2023 | $3,115,258 | +6.7% | 114,742 | +0.1% | 0.28% | +14.3% |
| Q1 2023 | $2,920,701 | +16.7% | 114,627 | +11.2% | 0.24% | +2.9% |
| Q4 2022 | $2,502,093 | +31.7% | 103,052 | +20.6% | 0.24% | +4.8% |
| Q3 2022 | $1,900,000 | -4.4% | 85,418 | +0.2% | 0.23% | -1.7% |
| Q2 2022 | $1,987,000 | -13.3% | 85,279 | +2.6% | 0.23% | -1.3% |
| Q1 2022 | $2,293,000 | -4.7% | 83,146 | +0.1% | 0.23% | -3.3% |
| Q4 2021 | $2,406,000 | +8.3% | 83,067 | -0.7% | 0.24% | +9.0% |
| Q3 2021 | $2,222,000 | -4.8% | 83,622 | -3.4% | 0.22% | -4.7% |
| Q2 2021 | $2,335,000 | – | 86,529 | – | 0.23% | – |
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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% |