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 | $27,457,353 | -3.5% | 851,655 | -4.4% | 2.26% | -2.8% |
| Q1 2024 | $28,449,234 | -2.0% | 890,430 | -10.4% | 2.33% | -7.6% |
| Q4 2023 | $29,040,930 | +2.1% | 993,532 | -8.5% | 2.52% | -6.5% |
| Q3 2023 | $28,454,544 | -10.5% | 1,086,051 | -7.2% | 2.70% | -8.5% |
| Q2 2023 | $31,776,522 | +1.3% | 1,170,406 | -4.9% | 2.95% | -2.5% |
| Q1 2023 | $31,356,092 | +18.2% | 1,230,616 | +12.7% | 3.03% | +12.2% |
| Q4 2022 | $26,522,831 | +82.1% | 1,092,374 | +66.8% | 2.70% | +68.1% |
| Q3 2022 | $14,564,000 | +51.0% | 654,844 | +58.2% | 1.60% | +53.6% |
| Q2 2022 | $9,643,000 | +1787.1% | 413,849 | +2135.2% | 1.04% | +2077.1% |
| Q1 2022 | $511,000 | – | 18,515 | – | 0.05% | – |
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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% |