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 | $1,071,313 | +10.5% | 33,229 | +9.5% | 0.00% | 0.0% |
| Q1 2024 | $969,207 | +168.8% | 30,335 | +145.9% | 0.00% | 0.0% |
| Q4 2023 | $360,628 | +5.1% | 12,337 | -5.8% | 0.00% | 0.0% |
| Q3 2023 | $343,089 | +8.9% | 13,095 | +12.8% | 0.00% | 0.0% |
| Q2 2023 | $315,049 | +3.2% | 11,604 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $305,378 | -71.9% | 11,985 | -73.3% | 0.00% | -50.0% |
| Q4 2022 | $1,088,302 | +14.0% | 44,823 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $955,000 | -35.7% | 42,941 | -32.6% | 0.00% | -33.3% |
| Q2 2022 | $1,485,000 | -36.3% | 63,744 | -24.6% | 0.00% | -25.0% |
| Q1 2022 | $2,333,000 | -37.7% | 84,597 | -34.5% | 0.00% | -33.3% |
| Q4 2021 | $3,744,000 | +159.8% | 129,228 | +138.3% | 0.01% | +100.0% |
| Q3 2021 | $1,441,000 | +300.3% | 54,218 | +306.2% | 0.00% | +200.0% |
| Q2 2021 | $360,000 | – | 13,346 | – | 0.00% | – |
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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% |