DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 544 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $78,407,795 | +8.4% | 2,431,341 | +7.4% | 24.36% | -0.7% |
| Q1 2024 | $72,312,808 | +17.2% | 2,263,310 | +7.3% | 24.54% | +5.6% |
| Q4 2023 | $61,682,270 | +19.2% | 2,110,240 | +6.8% | 23.23% | +3.1% |
| Q3 2023 | $51,753,520 | +5.4% | 1,975,325 | +9.3% | 22.53% | +7.7% |
| Q2 2023 | $49,087,679 | +29.7% | 1,808,002 | +21.7% | 20.92% | +14.9% |
| Q1 2023 | $37,849,828 | +530.0% | 1,485,472 | +500.3% | 18.20% | +391.5% |
| Q4 2022 | $6,008,087 | +21.6% | 247,449 | +11.3% | 3.70% | +9.4% |
| Q3 2022 | $4,942,000 | -24.0% | 222,254 | -5.7% | 3.38% | -15.4% |
| Q2 2022 | $6,501,000 | -5.5% | 235,726 | -0.7% | 4.00% | -0.3% |
| Q4 2021 | $6,880,000 | +9.4% | 237,501 | +0.4% | 4.01% | -1.3% |
| Q3 2021 | $6,287,000 | +0.6% | 236,647 | +2.1% | 4.07% | -8.6% |
| Q2 2021 | $6,252,000 | – | 231,746 | – | 4.45% | – |
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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% |