DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 673 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,732,886 | +2.4% | 487,993 | +1.5% | 8.89% | -1.8% |
| Q1 2024 | $15,366,185 | +9.6% | 480,945 | +0.3% | 9.05% | -1.5% |
| Q4 2023 | $14,018,178 | +11.5% | 479,582 | -0.1% | 9.19% | -4.7% |
| Q3 2023 | $12,577,823 | +7.9% | 480,070 | +11.8% | 9.64% | +10.9% |
| Q2 2023 | $11,653,922 | +11.9% | 429,242 | +5.6% | 8.69% | +6.8% |
| Q1 2023 | $10,418,490 | +20.4% | 406,496 | +14.0% | 8.14% | +11.3% |
| Q4 2022 | $8,655,488 | +37.9% | 356,486 | +26.3% | 7.31% | +25.3% |
| Q3 2022 | $6,276,000 | +6.8% | 282,194 | +21.8% | 5.84% | +22.4% |
| Q2 2022 | $5,875,000 | +50.0% | 231,760 | +63.2% | 4.77% | +60.8% |
| Q1 2022 | $3,917,000 | +77.6% | 142,013 | +86.5% | 2.96% | +79.7% |
| Q4 2021 | $2,206,000 | +7.6% | 76,145 | +0.2% | 1.65% | -3.8% |
| Q2 2021 | $2,050,000 | – | 75,999 | – | 1.72% | – |
Download | ||||||
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% |