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 | $278,925 | +1.1% | 8,652 | +0.2% | 0.14% | 0.0% |
Q1 2024 | $275,782 | +8.1% | 8,632 | -1.1% | 0.14% | -9.1% |
Q4 2023 | $255,235 | +10.7% | 8,732 | -0.8% | 0.15% | +0.7% |
Q3 2023 | $230,515 | -4.7% | 8,798 | -1.2% | 0.15% | -8.9% |
Q2 2023 | $241,771 | +6.9% | 8,905 | +0.3% | 0.17% | -5.1% |
Q1 2023 | $226,215 | +5.2% | 8,878 | +0.2% | 0.18% | -8.3% |
Q4 2022 | $215,043 | – | 8,857 | – | 0.19% | – |
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% |