DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $70,838,885 | -1.6% | 2,197,236 | -2.5% | 1.52% | -7.3% |
| Q1 2024 | $72,010,745 | +5.9% | 2,253,857 | -3.1% | 1.64% | -3.1% |
| Q4 2023 | $67,988,120 | +6.9% | 2,325,971 | -4.2% | 1.69% | -5.0% |
| Q3 2023 | $63,614,334 | -4.8% | 2,428,028 | -1.3% | 1.78% | -4.9% |
| Q2 2023 | $66,792,326 | +4.9% | 2,460,122 | -1.5% | 1.87% | -0.3% |
| Q1 2023 | $63,662,113 | +4.4% | 2,498,513 | -0.6% | 1.88% | -17.2% |
| Q4 2022 | $61,001,157 | +4.8% | 2,512,403 | -4.0% | 2.27% | -68.4% |
| Q3 2022 | $58,214,000 | -4.9% | 2,617,529 | -0.4% | 7.19% | +182.5% |
| Q2 2022 | $61,227,000 | -20.4% | 2,627,761 | -5.8% | 2.54% | -7.4% |
| Q1 2022 | $76,940,000 | -7.6% | 2,789,714 | -3.0% | 2.75% | -9.6% |
| Q4 2021 | $83,276,000 | +7.2% | 2,874,551 | -1.7% | 3.04% | -0.2% |
| Q3 2021 | $77,706,000 | -0.9% | 2,924,578 | +0.6% | 3.04% | -5.3% |
| Q2 2021 | $78,439,000 | – | 2,907,292 | – | 3.22% | – |
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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% |