Advisor OS, LLC - DIMENSIONAL ETF TRUST ownership

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
Advisor OS, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$1,659,381
-2.3%
51,470
-3.2%
0.18%
-6.7%
Q1 2024$1,698,805
+19.3%
53,171
+9.2%
0.20%
+5.4%
Q4 2023$1,423,694
+11.8%
48,707
+0.2%
0.18%
-3.1%
Q3 2023$1,273,241
-3.3%
48,597
+0.2%
0.19%
-11.2%
Q2 2023$1,316,82648,5020.22%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Hill Investment Group Partners, LLC 1,906,188$51,428,95042.54%
TFO Wealth Partners, LLC 5,094,137$135,963,00026.89%
Plancorp, LLC 11,521,385$310,847,00024.39%
Waypoint Wealth Partners Inc. 2,117,610$57,133,00022.15%
BUCKINGHAM STRATEGIC WEALTH, LLC 32,790,164$884,679,00021.35%
Meridian Wealth Partners, LLC 3,355,349$90,527,00021.14%
Private Ocean, LLC 5,569,777$150,273,00019.68%
BAKER BOYER NATIONAL BANK 1,644,811$38,308,00019.43%
SOUNDMARK WEALTH MANAGEMENT, LLC 1,437,941$38,379,00015.79%
Syverson Strege & Co 646,208$17,435,00015.52%
View complete list of DIMENSIONAL ETF TRUST shareholders