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 | $9,282,355 | +0.2% | 287,914 | -0.7% | 3.31% | +0.4% |
| Q1 2024 | $9,263,301 | +9.3% | 289,931 | -0.0% | 3.29% | -6.8% |
| Q4 2023 | $8,478,779 | +9.8% | 290,071 | -1.6% | 3.54% | +4.2% |
| Q3 2023 | $7,720,171 | -5.3% | 294,662 | -1.9% | 3.40% | -4.4% |
| Q2 2023 | $8,154,046 | +3.5% | 300,333 | -2.8% | 3.55% | -2.0% |
| Q1 2023 | $7,875,663 | +5.0% | 309,092 | +0.0% | 3.62% | -0.3% |
| Q4 2022 | $7,503,173 | +8.2% | 309,027 | -0.9% | 3.63% | -0.4% |
| Q3 2022 | $6,935,000 | -5.7% | 311,805 | -1.2% | 3.65% | +1.5% |
| Q2 2022 | $7,352,000 | -15.8% | 315,537 | -0.1% | 3.59% | -19.6% |
| Q1 2022 | $8,735,000 | +4.4% | 315,902 | +9.4% | 4.47% | +136.1% |
| Q4 2021 | $8,366,000 | -2.7% | 288,774 | -10.7% | 1.89% | -5.0% |
| Q3 2021 | $8,594,000 | +1.9% | 323,432 | -0.0% | 1.99% | -1.0% |
| Q2 2021 | $8,432,000 | – | 323,553 | – | 2.01% | – |
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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% |