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 | $133,670,407 | +0.4% | 4,146,105 | -0.5% | 0.35% | +0.3% |
| Q1 2024 | $133,078,508 | +14.6% | 4,165,201 | +4.9% | 0.35% | -7.9% |
| Q4 2023 | $116,081,914 | +10.9% | 3,971,328 | -0.6% | 0.38% | -25.1% |
| Q3 2023 | $104,715,989 | -4.2% | 3,996,793 | -0.8% | 0.51% | +19.5% |
| Q2 2023 | $109,339,836 | -96.6% | 4,027,252 | +5.2% | 0.43% | -94.3% |
| Q1 2023 | $3,193,413,448 | +3352.1% | 3,827,603 | +2618.5% | 7.53% | +1172.1% |
| Q4 2022 | $92,507,018 | +17.1% | 140,798 | -96.0% | 0.59% | -37.6% |
| Q3 2022 | $78,994,000 | +2310.6% | 3,551,881 | +2425.1% | 0.95% | +2536.1% |
| Q2 2022 | $3,277,000 | +466.0% | 140,662 | +12.6% | 0.04% | +300.0% |
| Q1 2022 | $579,000 | +43.3% | 124,899 | +6.0% | 0.01% | +50.0% |
| Q4 2021 | $404,000 | +10.1% | 117,863 | +752.8% | 0.01% | -25.0% |
| Q3 2021 | $367,000 | -76.1% | 13,820 | -75.7% | 0.01% | -76.5% |
| Q2 2021 | $1,537,000 | – | 56,975 | – | 0.03% | – |
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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% |