DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 638 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $16,923,514 | +12.7% | 664,188 | +7.4% | 7.38% | +8.0% |
Q4 2022 | $15,020,964 | +81.5% | 618,656 | +66.3% | 6.84% | +56.3% |
Q3 2022 | $8,274,805 | -54.5% | 372,069 | -52.3% | 4.37% | -52.8% |
Q2 2022 | $18,176,264 | +4993.5% | 780,097 | +6233.0% | 9.26% | +4481.7% |
Q4 2021 | $356,852 | – | 12,318 | – | 0.20% | – |
Download |
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% |