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 | $167,211,588 | +5.6% | 5,030,433 | +1.5% | 22.51% | +0.7% |
| Q1 2024 | $158,339,176 | +9.1% | 4,955,843 | -0.2% | 22.36% | +4.6% |
| Q4 2023 | $145,173,136 | +16.6% | 4,966,580 | +4.6% | 21.37% | +3.3% |
| Q3 2023 | $124,454,791 | +5.8% | 4,750,183 | +9.7% | 20.69% | -2.4% |
| Q2 2023 | $117,579,932 | +15.8% | 4,330,753 | +8.7% | 21.18% | +6.1% |
| Q1 2023 | $101,529,467 | +16.1% | 3,984,673 | +10.6% | 19.96% | -5.7% |
| Q4 2022 | $87,485,045 | +23.9% | 3,603,173 | +13.5% | 21.17% | +4.1% |
| Q3 2022 | $70,605,024 | -3.4% | 3,174,686 | +1.2% | 20.34% | -0.2% |
| Q2 2022 | $73,071,247 | +1.7% | 3,136,105 | +20.4% | 20.39% | -13.3% |
| Q1 2022 | $71,845,409 | +26.1% | 2,604,982 | +32.5% | 23.53% | -29.3% |
| Q4 2021 | $56,955,228 | +10.8% | 1,966,007 | +1.7% | 33.29% | +0.2% |
| Q3 2021 | $51,384,063 | -0.1% | 1,933,913 | +1.5% | 33.23% | -21.9% |
| Q2 2021 | $51,428,950 | – | 1,906,188 | – | 42.54% | – |
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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% |