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 | $1,043,532 | +1.0% | 32,348 | 0.0% | 0.19% | -20.7% |
| Q1 2024 | $1,033,504 | +9.3% | 32,348 | -1.5% | 0.24% | +18.7% |
| Q4 2023 | $945,352 | +7.6% | 32,848 | -2.5% | 0.20% | -5.6% |
| Q3 2023 | $878,206 | -2.7% | 33,674 | +0.3% | 0.22% | -3.2% |
| Q2 2023 | $902,540 | +7.4% | 33,564 | +0.3% | 0.22% | +1.8% |
| Q1 2023 | $840,180 | +1.9% | 33,460 | -1.0% | 0.22% | 0.0% |
| Q4 2022 | $824,169 | +8.9% | 33,791 | +0.5% | 0.22% | -12.1% |
| Q3 2022 | $757,000 | -3.8% | 33,639 | +0.3% | 0.25% | +6.4% |
| Q2 2022 | $787,000 | -13.4% | 33,525 | +0.3% | 0.23% | +8.9% |
| Q1 2022 | $909,000 | +6.8% | 33,416 | +14.2% | 0.21% | -9.3% |
| Q4 2021 | $851,000 | +8.5% | 29,260 | +0.4% | 0.24% | -13.6% |
| Q3 2021 | $784,000 | +0.9% | 29,139 | +0.3% | 0.27% | +3.4% |
| Q2 2021 | $777,000 | – | 29,057 | – | 0.26% | – |
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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% |