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 | $868,577 | +1.1% | 26,941 | +0.1% | 0.32% | -5.8% |
| Q1 2024 | $859,547 | +3.7% | 26,903 | -5.1% | 0.34% | -7.8% |
| Q4 2023 | $829,021 | +11.8% | 28,362 | +0.2% | 0.37% | +0.3% |
| Q3 2023 | $741,780 | -3.3% | 28,312 | +0.2% | 0.37% | +0.3% |
| Q2 2023 | $767,271 | +6.7% | 28,260 | +0.1% | 0.37% | +0.8% |
| Q1 2023 | $719,114 | +3.6% | 28,223 | -1.2% | 0.37% | -1.6% |
| Q4 2022 | $693,923 | +8.1% | 28,580 | +0.2% | 0.38% | -2.6% |
| Q3 2022 | $642,000 | -3.2% | 28,527 | +0.2% | 0.38% | +1.6% |
| Q2 2022 | $663,000 | -16.7% | 28,472 | +0.2% | 0.38% | -1.6% |
| Q1 2022 | $796,000 | -3.2% | 28,418 | +0.1% | 0.38% | -5.4% |
| Q4 2021 | $822,000 | +8.0% | 28,387 | +0.2% | 0.41% | -4.7% |
| Q3 2021 | $761,000 | -1.9% | 28,329 | -1.5% | 0.43% | -4.0% |
| Q2 2021 | $776,000 | – | 28,752 | – | 0.44% | – |
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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% |