DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 638 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,907,789 | +0.9% | 183,244 | +0.0% | 0.28% | -6.7% |
| Q1 2024 | $5,854,574 | +8.7% | 183,242 | -0.6% | 0.30% | -8.3% |
| Q4 2023 | $5,386,217 | +11.4% | 184,270 | -0.1% | 0.32% | -9.2% |
| Q3 2023 | $4,833,126 | -4.0% | 184,470 | -0.5% | 0.36% | +81.2% |
| Q2 2023 | $5,035,446 | +6.6% | 185,468 | +0.0% | 0.20% | -53.6% |
| Q1 2023 | $4,725,648 | +4.4% | 185,465 | -0.5% | 0.42% | -12.7% |
| Q4 2022 | $4,525,529 | +9.2% | 186,389 | +0.0% | 0.49% | +149.7% |
| Q3 2022 | $4,145,000 | -4.6% | 186,385 | +0.0% | 0.20% | -3.9% |
| Q2 2022 | $4,343,000 | -15.5% | 186,382 | +0.0% | 0.20% | -1.0% |
| Q1 2022 | $5,140,000 | -4.8% | 186,380 | +0.0% | 0.20% | +18.5% |
| Q4 2021 | $5,399,000 | +9.0% | 186,378 | +0.0% | 0.17% | -80.1% |
| Q3 2021 | $4,952,000 | -1.5% | 186,375 | +0.0% | 0.87% | -4.3% |
| Q2 2021 | $5,028,000 | – | 186,373 | – | 0.91% | – |
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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% |