DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 751 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,732,000 | +2.3% | 1,294,433 | +1.4% | 0.01% | 0.0% |
| Q1 2024 | $40,775,000 | +15.0% | 1,276,196 | +5.2% | 0.01% | +12.5% |
| Q4 2023 | $35,444,000 | +36.3% | 1,212,572 | +22.1% | 0.01% | +14.3% |
| Q3 2023 | $26,010,000 | +7.0% | 992,787 | +10.9% | 0.01% | +16.7% |
| Q2 2023 | $24,307,000 | +15.7% | 895,320 | +8.6% | 0.01% | 0.0% |
| Q1 2023 | $21,004,000 | +19.0% | 824,305 | +13.4% | 0.01% | +20.0% |
| Q4 2022 | $17,648,000 | +245.3% | 726,831 | +216.2% | 0.01% | +150.0% |
| Q3 2022 | $5,111,000 | +11.0% | 229,835 | +16.3% | 0.00% | +100.0% |
| Q2 2022 | $4,603,000 | -5.2% | 197,582 | +12.2% | 0.00% | 0.0% |
| Q1 2022 | $4,855,000 | -8.5% | 176,039 | -3.9% | 0.00% | 0.0% |
| Q4 2021 | $5,306,000 | +15.7% | 183,155 | +6.1% | 0.00% | 0.0% |
| Q3 2021 | $4,585,000 | -20.7% | 172,544 | -19.5% | 0.00% | -50.0% |
| Q2 2021 | $5,781,000 | – | 214,241 | – | 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% |