DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,873,471 | -1.7% | 1,277,296 | -1.8% | 26.92% | -1.3% |
| Q1 2024 | $41,559,499 | +6.4% | 1,300,767 | -2.6% | 27.28% | +0.3% |
| Q4 2023 | $39,043,838 | +11.3% | 1,335,745 | -0.2% | 27.20% | -1.2% |
| Q3 2023 | $35,071,809 | -3.8% | 1,338,619 | -0.4% | 27.54% | -1.2% |
| Q2 2023 | $36,473,922 | +10.0% | 1,343,423 | +3.2% | 27.88% | +4.1% |
| Q1 2023 | $33,157,548 | +5.3% | 1,301,317 | +0.3% | 26.79% | -4.5% |
| Q4 2022 | $31,490,943 | +11.7% | 1,296,991 | +2.4% | 28.06% | -2.2% |
| Q3 2022 | $28,180,000 | -8.2% | 1,267,067 | -3.8% | 28.70% | -1.5% |
| Q2 2022 | $30,690,000 | -14.7% | 1,317,165 | +1.0% | 29.15% | -10.8% |
| Q1 2022 | $35,967,000 | -3.7% | 1,304,086 | +1.1% | 32.70% | -0.9% |
| Q4 2021 | $37,351,000 | – | 1,289,313 | – | 32.98% | – |
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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% |