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 | $2,653,055 | +7.7% | 82,393 | +6.8% | 0.04% | -28.6% |
| Q1 2024 | $2,464,495 | +21.8% | 77,136 | +11.4% | 0.06% | +14.5% |
| Q4 2023 | $2,023,067 | +24.0% | 69,212 | +11.1% | 0.06% | -5.2% |
| Q3 2023 | $1,631,710 | -3.5% | 62,279 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $1,690,875 | +6.6% | 62,279 | 0.0% | 0.06% | +3.6% |
| Q1 2023 | $1,586,869 | +2.0% | 62,279 | -0.6% | 0.06% | -27.3% |
| Q4 2022 | $1,555,778 | +480.5% | 62,679 | +420.8% | 0.08% | +413.3% |
| Q3 2022 | $268,000 | -4.3% | 12,035 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $280,000 | -15.7% | 12,035 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $332,000 | -6.7% | 12,035 | -2.1% | 0.02% | 0.0% |
| Q4 2021 | $356,000 | +8.9% | 12,290 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $327,000 | -1.5% | 12,290 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $332,000 | – | 12,290 | – | 0.02% | – |
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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% |