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 | $69,078 | +6.3% | 2,142,632 | +5.3% | 0.84% | +0.5% |
| Q1 2024 | $64,991 | +16.5% | 2,034,140 | +6.6% | 0.84% | +9.1% |
| Q4 2023 | $55,785 | +18.8% | 1,908,490 | +6.5% | 0.77% | +5.8% |
| Q3 2023 | $46,950 | +4.9% | 1,792,000 | +8.7% | 0.73% | +2.7% |
| Q2 2023 | $44,750 | +19.3% | 1,648,251 | +12.0% | 0.71% | +9.9% |
| Q1 2023 | $37,508 | -99.9% | 1,472,071 | +10.8% | 0.64% | +12.6% |
| Q4 2022 | $32,247,000 | -99.7% | 1,328,135 | +188.6% | 0.57% | +180.9% |
| Q3 2022 | $10,235,000,000 | +103629.6% | 460,216 | +8.7% | 0.20% | +6.8% |
| Q2 2022 | $9,867,000 | -14.3% | 423,462 | +1.4% | 0.19% | -5.4% |
| Q1 2022 | $11,520,000 | -99.9% | 417,712 | +36.3% | 0.20% | +28.7% |
| Q4 2021 | $8,875,000,000 | +113609.2% | 306,367 | +4.3% | 0.16% | 0.0% |
| Q3 2021 | $7,805,000 | +29.8% | 293,738 | +31.8% | 0.16% | +22.7% |
| Q2 2021 | $6,014,000 | – | 222,896 | – | 0.13% | – |
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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% |