DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 505 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $52,127,218 | +0.4% | 1,616,849 | -0.5% | 19.80% | -0.2% |
| Q1 2024 | $51,912,436 | +9.4% | 1,624,801 | +0.0% | 19.84% | -3.3% |
| Q4 2023 | $47,469,558 | +11.3% | 1,624,001 | -0.2% | 20.52% | -5.5% |
| Q3 2023 | $42,648,448 | -2.9% | 1,627,803 | +0.7% | 21.71% | +0.2% |
| Q2 2023 | $43,906,214 | +6.2% | 1,617,172 | -0.3% | 21.67% | -2.5% |
| Q1 2023 | $41,336,304 | +6.9% | 1,622,304 | +1.9% | 22.22% | +0.1% |
| Q4 2022 | $38,651,530 | +9.0% | 1,591,908 | -0.2% | 22.19% | -3.0% |
| Q3 2022 | $35,469,000 | -3.4% | 1,594,841 | +1.3% | 22.89% | +1.5% |
| Q2 2022 | $36,699,000 | -17.7% | 1,575,061 | -2.5% | 22.55% | -11.4% |
| Q1 2022 | $44,572,000 | +4.2% | 1,616,090 | -0.3% | 25.44% | -1.7% |
| Q4 2021 | $42,780,000 | – | 1,621,666 | – | 25.89% | – |
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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% |