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 | $1,529,788 | +347.9% | 47,450 | +343.9% | 0.14% | +300.0% |
| Q1 2024 | $341,514 | +40.6% | 10,689 | +28.6% | 0.04% | +16.1% |
| Q4 2023 | $242,960 | +16.9% | 8,312 | +4.8% | 0.03% | +6.9% |
| Q3 2023 | $207,897 | -3.5% | 7,935 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $215,435 | -44.8% | 7,935 | -52.6% | 0.03% | -42.0% |
| Q2 2022 | $390,000 | -13.9% | 16,744 | +7.1% | 0.05% | -21.9% |
| Q4 2021 | $453,000 | +9.4% | 15,640 | +0.4% | 0.06% | 0.0% |
| Q3 2021 | $414,000 | +5.6% | 15,581 | +7.3% | 0.06% | +1.6% |
| Q2 2021 | $392,000 | – | 14,524 | – | 0.06% | – |
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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% |