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 | $32,582,066 | +6.3% | 1,010,610 | +5.3% | 0.34% | -0.6% |
| Q1 2024 | $30,662,255 | +11.2% | 959,695 | +1.7% | 0.34% | +1.5% |
| Q4 2023 | $27,577,950 | +20.2% | 943,481 | +7.7% | 0.34% | +3.3% |
| Q3 2023 | $22,944,650 | -3.1% | 875,750 | +0.4% | 0.33% | -3.2% |
| Q2 2023 | $23,673,225 | +8.6% | 871,942 | +1.9% | 0.34% | -2.6% |
| Q1 2023 | $21,797,860 | +7.2% | 855,489 | +2.1% | 0.35% | -1.4% |
| Q4 2022 | $20,342,561 | +16.2% | 837,832 | +6.4% | 0.35% | +3.5% |
| Q3 2022 | $17,511,000 | +2.7% | 787,375 | +7.6% | 0.34% | +5.2% |
| Q2 2022 | $17,057,000 | -12.3% | 732,044 | +3.8% | 0.32% | +2.2% |
| Q1 2022 | $19,445,000 | -3.0% | 705,032 | +1.9% | 0.32% | +0.6% |
| Q4 2021 | $20,041,000 | +16.1% | 691,782 | +6.5% | 0.32% | +7.1% |
| Q3 2021 | $17,263,000 | +0.1% | 649,731 | +1.6% | 0.30% | -0.7% |
| Q2 2021 | $17,251,000 | – | 639,406 | – | 0.30% | – |
Download | ||||||
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% |