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 | $338,005 | -3.8% | 10,484 | -4.7% | 0.10% | -7.1% |
| Q1 2024 | $351,514 | +9.3% | 11,002 | 0.0% | 0.11% | +3.7% |
| Q4 2023 | $321,589 | +1.8% | 11,002 | -8.8% | 0.11% | -23.2% |
| Q3 2023 | $316,051 | -3.5% | 12,063 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $327,511 | -1.2% | 12,063 | -7.3% | 0.14% | +0.7% |
| Q1 2023 | $331,444 | +1.2% | 13,008 | -3.6% | 0.14% | +18.3% |
| Q4 2022 | $327,513 | +9.2% | 13,489 | 0.0% | 0.12% | -13.7% |
| Q3 2022 | $300,000 | -10.2% | 13,489 | -5.8% | 0.14% | -12.0% |
| Q2 2022 | $334,000 | -15.4% | 14,314 | 0.0% | 0.16% | -7.1% |
| Q1 2022 | $395,000 | -28.3% | 14,314 | -24.7% | 0.17% | -17.1% |
| Q4 2021 | $551,000 | – | 19,010 | – | 0.20% | – |
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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% |