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 | $1,311,169 | +0.8% | 40,669 | -0.1% | 0.37% | -6.3% |
| Q1 2024 | $1,300,812 | +9.3% | 40,714 | 0.0% | 0.40% | -5.0% |
| Q4 2023 | $1,190,070 | +10.5% | 40,714 | -0.9% | 0.42% | -9.0% |
| Q3 2023 | $1,076,846 | +4.4% | 41,101 | +8.2% | 0.46% | +5.8% |
| Q2 2023 | $1,031,646 | +6.6% | 37,998 | 0.0% | 0.43% | -2.0% |
| Q1 2023 | $968,189 | -17.5% | 37,998 | -21.4% | 0.44% | -21.4% |
| Q4 2022 | $1,173,695 | +9.2% | 48,340 | 0.0% | 0.56% | -5.7% |
| Q3 2022 | $1,075,000 | -4.3% | 48,340 | +0.3% | 0.60% | -7.0% |
| Q2 2022 | $1,123,000 | -15.5% | 48,178 | 0.0% | 0.64% | -4.2% |
| Q1 2022 | $1,329,000 | -8.3% | 48,178 | -3.7% | 0.67% | -7.4% |
| Q4 2021 | $1,449,000 | +8.5% | 50,010 | -0.6% | 0.72% | -0.1% |
| Q3 2021 | $1,336,000 | -30.1% | 50,291 | -29.0% | 0.72% | -41.2% |
| Q2 2021 | $1,911,000 | – | 70,827 | – | 1.23% | – |
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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% |