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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $868,273 | +18.8% | 27,176 | -2.6% | 0.03% | 0.0% |
| Q3 2023 | $731,032 | -3.5% | 27,902 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $757,539 | +6.6% | 27,902 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $710,943 | +2.1% | 27,902 | -2.8% | 0.03% | +4.0% |
| Q4 2022 | $696,642 | +5.6% | 28,692 | -3.4% | 0.02% | -7.4% |
| Q3 2022 | $660,000 | -11.9% | 29,692 | -7.6% | 0.03% | -3.6% |
| Q2 2022 | $749,000 | -15.6% | 32,147 | 0.0% | 0.03% | -3.4% |
| Q1 2022 | $887,000 | -4.7% | 32,147 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $931,000 | +2.4% | 32,147 | -6.1% | 0.03% | -14.7% |
| Q3 2021 | $909,000 | -1.6% | 34,247 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $924,000 | – | 34,247 | – | 0.04% | – |
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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% |