DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $490,140 | +0.9% | 15,202 | 0.0% | 0.11% | +0.9% |
| Q1 2024 | $485,731 | +9.3% | 15,202 | 0.0% | 0.11% | -0.9% |
| Q4 2023 | $444,379 | +7.7% | 15,202 | -3.5% | 0.11% | -0.9% |
| Q3 2023 | $412,567 | -3.5% | 15,746 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $427,527 | -9.2% | 15,746 | -14.8% | 0.11% | -12.9% |
| Q1 2023 | $470,917 | +4.9% | 18,481 | -0.0% | 0.12% | +2.5% |
| Q4 2022 | $448,739 | +9.2% | 18,482 | 0.0% | 0.12% | -1.6% |
| Q3 2022 | $411,000 | -4.6% | 18,482 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $431,000 | -15.5% | 18,482 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $510,000 | -4.7% | 18,482 | 0.0% | 0.12% | -15.0% |
| Q4 2021 | $535,000 | -3.3% | 18,482 | -11.3% | 0.15% | -14.5% |
| Q3 2021 | $553,000 | -1.6% | 20,827 | 0.0% | 0.17% | -5.5% |
| Q2 2021 | $562,000 | – | 20,827 | – | 0.18% | – |
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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% |