DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 458 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,406,235 | -1.2% | 1,594,486 | -2.1% | 26.49% | +1.0% |
| Q1 2024 | $52,011,196 | +10.9% | 1,627,893 | +1.5% | 26.23% | +1.1% |
| Q4 2023 | $46,892,303 | +10.6% | 1,604,253 | -0.8% | 25.95% | -4.1% |
| Q3 2023 | $42,388,951 | +8.6% | 1,617,899 | +12.5% | 27.07% | +0.1% |
| Q2 2023 | $39,029,019 | +8.0% | 1,437,533 | +1.3% | 27.03% | +0.8% |
| Q1 2023 | $36,146,859 | +15.1% | 1,418,637 | +9.7% | 26.81% | -10.0% |
| Q4 2022 | $31,402,319 | +13.6% | 1,293,341 | +4.0% | 29.80% | -6.3% |
| Q3 2022 | $27,655,000 | -5.3% | 1,243,472 | -0.8% | 31.79% | +0.6% |
| Q2 2022 | $29,206,000 | -11.6% | 1,253,473 | +4.7% | 31.60% | -10.3% |
| Q1 2022 | $33,029,000 | +2.9% | 1,197,558 | +8.1% | 35.22% | +3.6% |
| Q4 2021 | $32,107,000 | – | 1,108,284 | – | 33.98% | – |
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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% |